Whitener Capital Management, Inc
● SEC registered since 1987CRD 106865SEC# 801-31219Rocky Mount, NC
Reg. AUM
$598.5M
Employees
9
Accounts
1,628
Location
Rocky Mount, NC
Whitener Capital Management, Inc assets under management
Whitener Capital Management, Inc is an investment advisory firm registered with the SEC based in Rocky Mount, NC. The firm has been registered since 1987. It reports $598.5 million in regulatory assets under management and employs 9 people.
Whitener Capital Management, Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Angela Rhodes Hill | Vice President | Under 5% | 2004 |
| Richard Lee Sanford Control | Chief Compliance Officer/Chairman/President | Over 75% | 2009 |
| Walter Brodie Burwell | Secretary | Under 5% | 1989 |
Frequently asked questions
How much does Whitener Capital Management, Inc manage?
Whitener Capital Management, Inc reports $598.5 million in regulatory assets under management on its Form ADV.
How many employees does Whitener Capital Management, Inc have?
Whitener Capital Management, Inc reports 9 employees.
Where is Whitener Capital Management, Inc located?
Whitener Capital Management, Inc is based in Rocky Mount, NC and has been SEC-registered since 1987.
Does Whitener Capital Management, Inc disclose fund performance?
Whitener Capital Management, Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3993 Sunset Avenue, Rocky Mount, NC 27804 |
| Phone | 252-972-8909 |
| Fax | 252-972-7793 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 825217 |
| Discloses disciplinary history | No |
Regulatory AUM
$598.5M▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$598.5Mregulatory AUM
Discretionary $566.3MNon-discretionary $32.2M