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NARWHAL CAPITAL MANAGEMENT
NARWHAL CAPITAL MANAGMENT, LLC
CRD 135958 · SEC 801-66563
531 ROSELANE STREET, SUITE 420, MARIETTA, GA, 30060, United States
Phone
(770) 344-0172
Fax
(770) 344-0175
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.08B
Discretionary AUM
$1.96B
Team
18 total employees; 12 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 223 | $59.5M |
| High net worth individuals | 111 | $901.1M |
| Charitable organizations | 12 | $79.9M |
| Corporations/business entities | 19 | $1.04B |
States served
AL, GA, NE, TN, TX, FL
All web addresses on file
- https://www.youtube.com/@NarwhalCapital
- https://www.linkedin.com/company/narwhal-capital-management/
- https://www.spreaker.com/show/the-investing-podcast
- https://www.instagram.com/narwhalcapital/
- http://www.narwhal.com
- https://www.facebook.com/Narwhal-Capital-Management-162644181050704/
- https://www.youtube.com/@TheMorningMarketBriefing
- https://www.linkedin.com/showcase/the-morning-market-briefing/
- https://podcasts.apple.com/us/podcast/the-morning-market-briefing/id1120260090
- https://open.spotify.com/show/5RYWFI9r4RHwIKRrOjEN8I
- https://podcasts.apple.com/us/podcast/narwhal-capital-after-the-bell/id1277170086
- https://open.spotify.com/show/1XPC5lQGwFZQRqpu32U4Qn
Official SEC filing: View on IAPD