WINSTON-SALEM, NCCRD 119176Latest ADV January 6, 2026
Westhampton Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winston-Salem, NC. Its latest Form ADV filing, dated January 6, 2026, reports $239M in regulatory assets under management, 4 employees, and 256 accounts.
Assets Under Management
$239M
Employees
4
Offices
--
Total Clients
143
Primary office
WINSTON-SALEM, NC
2150 COUNTRY CLUB RD, SUITE 250, WINSTON-SALEM, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
105
2
HNWI
25.9%
37
3
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of January 6, 2026
Discretionary100.0%
$239M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$239M
Total Accounts256
10Y AUM Change+$110M (+86.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee36:1
10Y Employee Change-1 (-20.0%)
* 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.