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 26 Apr 24)
Accounts
1,284
(as of 26 Apr 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