Whitwell & Co, LLC
● SEC registered since 2024CRD 331958SEC# 801-131151
Reg. AUM
$116.8M
Employees
9
Accounts
489
Location
—
Whitwell & Co, LLC assets under management
Whitwell & Co, LLC operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $116.8 million in regulatory assets under management and employs 9 people.
Whitwell & Co, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| 0123581321 Trust Control | Owner | Over 75% | 2011 |
| Andrew Thomas Lucich | Chief Compliance Officer | Under 5% | 2026 |
| Stefan Whitwell Control | Chief Executive Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Whitwell & Co, LLC manage?
Whitwell & Co, LLC reports $116.8 million in regulatory assets under management on its Form ADV.
How many employees does Whitwell & Co, LLC have?
Whitwell & Co, LLC reports 9 employees.
Does Whitwell & Co, LLC disclose fund performance?
Whitwell & Co, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 512-766-7775 |
| Office hours | 9:00 - 17:00 |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$116.8M▲ 111%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$116.8Mregulatory AUM
Discretionary $116.8M