MARIETTA, GACRD 135958Latest ADV February 27, 2026
Narwhal Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Marietta, GA. Its latest Form ADV filing, dated February 27, 2026, reports $2.1B in regulatory assets under management, 18 employees, and 850 accounts.
Assets Under Management
$2.1B
Employees
18
Offices
--
Total Clients
365
Primary office
MARIETTA, GA
531 ROSELANE STREET, SUITE 420, MARIETTA, GA, United States
Top client segmentIndividuals represent 61.1% of total clients.
Top client categories% of clientsClients
1
Individuals
61.1%
223
2
HNWI
30.4%
111
3
Corporations
5.2%
19
4
Charitable
3.3%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.1Bas of February 27, 2026
Discretionary94.0%
$2.0B
94% of total RAUM94.0%
Non-discretionary6.0%
$126M
6% of total RAUM6.0%
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$2.1B
Total Accounts850
10Y AUM Change+$1.5B (+234.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee20:1
10Y Employee Change+7 (+63.6%)
* 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.