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WHITENER CAPITAL MANAGEMENT, INC
CRD 106865 · SEC 801-31219
3993 SUNSET AVENUE, ROCKY MOUNT, NC, 27804, United States
Phone
252-972-8909
Fax
252-972-7793
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$598.5M
Discretionary AUM
$566.3M
Team
9 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 563 | $137.9M |
| High net worth individuals | 237 | $386.8M |
| Pension/profit sharing plans | 25 | $50.0M |
| Charitable organizations | 4 | $4.6M |
| Corporations/business entities | 4 | $6.8M |
States served
CA, GA, LA, MD, NY, NC, RI, SC, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD