CRD: 106865
Whitener Capital Management, INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-31-1987
- Office Locations
- 3
Office Locations
About Whitener Capital Management, INC
Whitener Capital Management is an independent, SEC-registered RIA (serving clients since 1987) providing customized investment management and comprehensive financial and retirement planning. The firm advises individuals, corporations, and fiduciaries, with a specialty in company retirement plans. Its conservative, disciplined approach emphasizes quality and value, aiming for capital preservation, reduced volatility, and long-term risk-adjusted returns. Custody with Charles Schwab.
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Owner & Executives
RICHARD LEE SANFORD II
Chairman, Chief Compliance Officer, President
- CRD
- #2957281
- Ownership
- 75% or more
WALTER BRODIE BURWELL
Secretary
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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SEAN MICHAEL GILSENAN
Financial Advisor, General Partner
- CRD
- #2426535
Michael Kennedy
Director
- CRD
- #7589285
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $566,294,885 | $360,238 |
| Non-Discretionary | $32,177,103 | $574,591 |
| Total | $598,471,988 | $367,612 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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