Whitener Capital Management is an investment advisor in Rocky Mount with $388.60 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
561572921
SEC advisor number
801-31219
FINRA CRD number
106865
AUM ?
$409.23 mm
(as of 4 Mar 24)
Accounts
1,284
(as of 4 Mar 24)
Employees
10
(5 investment advisory or research)
Address
Whitener Capital Management
105 CANDLEWOOD ROAD
ROCKY MOUNT
NC 27804
105 CANDLEWOOD ROAD
ROCKY MOUNT
NC 27804
Phone
252-972-8909
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
10 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
12 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Mar 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Feb 22