ROCKY MOUNT, NCCRD 106865Latest ADV February 24, 2026
Whitener Capital Management, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Rocky Mount, NC. Its latest Form ADV filing, dated February 24, 2026, reports $598M in regulatory assets under management, 9 employees, 2 offices, and 1,628 accounts.
Assets Under Management
$598M
Employees
9
Offices
2 offices
Total Clients
851
Primary office
ROCKY MOUNT, NC
3993 SUNSET AVENUE, ROCKY MOUNT, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.2% of total clients.
Top client categories% of clientsClients
1
Individuals
66.2%
563
2
HNWI
27.8%
237
3
Pension Plans
2.9%
25
4
Irrevocable Trusts/Estates
2.1%
18
5
Charitable
0.5%
4
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$598Mas of February 24, 2026
Discretionary94.6%
$566M
95% of total RAUM94.6%
Non-discretionary5.4%
$32M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$598M
Total Accounts1,628
10Y AUM Change+$411M (+218.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee95:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.