Narwhal Capital Managment, LLC
● SEC registered since 2006CRD 135958SEC# 801-66563Marietta, GA
Reg. AUM
$2.08B
Employees
18
Accounts
850
Location
Marietta, GA
Narwhal Capital Managment, LLC assets under management
Narwhal Capital Managment, LLC operates as an SEC-registered investment adviser based in Marietta, GA. The firm has been registered since 2006. It reports $2.1 billion in regulatory assets under management and employs 18 people.
Narwhal Capital Managment, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew David Hall Control | President | Under 5% | 2017 |
| Jonathan Moor Hicks Control | Chief Compliance Officer | Under 5% | 2021 |
| Matthew Doran Burton Control | Managing Member And Founder | Over 75% | 2005 |
Frequently asked questions
How much does Narwhal Capital Managment, LLC manage?
Narwhal Capital Managment, LLC reports $2.1 billion in regulatory assets under management on its Form ADV.
How many employees does Narwhal Capital Managment, LLC have?
Narwhal Capital Managment, LLC reports 18 employees.
Where is Narwhal Capital Managment, LLC located?
Narwhal Capital Managment, LLC is based in Marietta, GA and has been SEC-registered since 2006.
Does Narwhal Capital Managment, LLC disclose fund performance?
Narwhal Capital Managment, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 531 Roselane Street, Suite 420, Marietta, GA 30060 |
| Phone | (770) 344-0172 |
| Fax | (770) 344-0175 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1461287 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.08B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$2.08Bregulatory AUM
Discretionary $1.96BNon-discretionary $125.9M