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Whitener Capital Management, Inc.

Headquartered in ROCKY MOUNT, NC

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Firm Information

Whitener Capital Management, Inc. is an investment advisor based in Rocky Mount, NC, with over $409 million in assets under management. The firm primarily serves individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, corporations, and charitable organizations. Whitener Capital Management provides financial planning and portfolio management services for individuals and businesses.

Whitener Capital Management, Inc.

3993 SUNSET AVENUE

ROCKY MOUNT, NC 27804

$409.23M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

WHITENER CAPITAL MANAGEMENT, INC. has a total of 3 branch locations across the country.
location

ROCKY MOUNT, NC

location

CARY, NC

location

Middletown, RI

Advisors at Whitener Capital Management, Inc.

View All 5 Advisors
Unclaimed
Mackenzie Shaye Thompson stussie

RA

ROCKY MOUNT, NC

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Richard Lee Sanford

RA

ROCKY MOUNT, NC

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Unclaimed
Michael Kennedy

RA

ROCKY MOUNT, NC

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Sean Michael Gilsenan

CFP®, RA

CARY, NC

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Douglas William Suhr

CFP®, RA

Middletown, RI

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Disclosures

There are no public disclosures for Whitener Capital Management, Inc..

Frequently Asked Questions (8)

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