A complete list of active advisors currently associated with Whitener Capital Management, Inc
Warmer can help you find a great advisor at Whitener Capital Management, Inc or one who fits your needs even better.
Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and other entities, providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting services including participant education. The firm manages roughly $598 million for about 800 clients and offers tailored advice across equity, corporate debt, mutual fund and ETF investments. The firm describes a conservative investment philosophy emphasizing quality and value, using modern portfolio theory alongside long- and short-term strategies to pursue preservation of capital and risk-adjusted returns; portfolio construction and rebalancing are guided by client objectives, risk tolerance and liquidity needs. Whitener typically seeks discretionary authority to implement client-directed strategies but also provides non-discretionary recommendations and standalone financial plans. Noteworthy characteristics disclosed in the brochure include arrangements where clients may grant the firm authority to direct a custodian to disburse funds to third‑party accounts (standing letters of authorization), a practice for which the firm describes specific custody controls consistent with SEC guidance. The firm is fee-only (it does not accept third‑party payments), discloses internal legal and accounting relationships that may involve mutual clients, and says it provides clients with multiple referral options and full disclosure where potential conflicts exist.
To learn more about the advisors currently working at Whitener Capital Management, Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Whitener Capital Management, Inc's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Rocky Mount, NC
| 24
| |
Rocky Mount, NC
| 3
| |
Rocky Mount, NC
| 15
| |
Middletown, RI
| 21
| |
Rocky Mount, NC
| 3
|
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