Whitener Capital Management, Inc
Whitener Capital Management, Inc is an SEC-registered mass-market adviser in Rocky Mount, NC with $598.5M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Whitener Capital Management, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106865, SEC 801-31219, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $598.5M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- Rocky Mount, NC
- Employees
- 9
- Clients
- 851
- CRD
- 106865
- Ownership
- WHITENER, CHARLES, NORMAN; ALLEN, RICHARD, ROBINSON; KEEL, JAMES, TILMON; BURWELL, WALTER, BRODIE; SMITH, JAMES, MORRISON
How much AUM does Whitener Capital Management, Inc have?
Whitener Capital Management, Inc reported $598.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Whitener Capital Management, Inc?
Disclosed owners and executives of Whitener Capital Management, Inc include WHITENER, CHARLES, NORMAN, ALLEN, RICHARD, ROBINSON, KEEL, JAMES, TILMON, BURWELL, WALTER, BRODIE, SMITH, JAMES, MORRISON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.