Whitener Capital Management, Inc
- Regulatory AUM
- $598M
- Discretionary
- $566M
- Clients
- 851
- Avg AUM / client
- $703K
- Accounts
- 1,628
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Feb 24, 2026
Investments (13F portfolio — 184 positions, $472,148,460)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | CAP STK CL A | $33,478,428 | 93,680 | 7.09% | 5.59% |
| 2 | Nvidia Corporation | COM | $26,143,209 | 130,657 | 5.54% | 4.37% |
| 3 | Apple Inc | COM | $26,087,948 | 90,157 | 5.53% | 4.36% |
| 4 | Jpmorgan Chase & Co | COM | $25,229,104 | 77,075 | 5.34% | 4.22% |
| 5 | Walmart Inc | COM | $20,958,152 | 185,044 | 4.44% | 3.5% |
| 6 | Amazon Com Inc | COM | $18,275,911 | 76,680 | 3.87% | 3.05% |
| 7 | Microsoft Corp | COM | $16,487,334 | 44,199 | 3.49% | 2.75% |
| 8 | Caterpillar Inc | COM | $12,334,423 | 11,582 | 2.61% | 2.06% |
| 9 | Visa Inc | COM CL A | $11,467,986 | 33,425 | 2.43% | 1.92% |
| 10 | Goldman Sachs Group Inc | COM | $11,194,855 | 11,069 | 2.37% | 1.87% |
| 11 | Abbvie Inc | COM | $10,552,585 | 41,935 | 2.24% | 1.76% |
| 12 | Mcdonalds Corp | COM | $9,042,680 | 33,453 | 1.92% | 1.51% |
| 13 | Duke Energy Corp New | COM NEW | $8,269,471 | 65,330 | 1.75% | 1.38% |
| 14 | Rockwell Automation Inc | COM | $6,891,514 | 13,920 | 1.46% | 1.15% |
| 15 | Berkshire Hathaway Inc Del | CL B NEW | $6,780,785 | 13,551 | 1.44% | 1.13% |
| 16 | Pepsico Inc | COM | $6,770,812 | 50,006 | 1.43% | 1.13% |
| 17 | Johnson & Johnson | COM | $6,633,950 | 26,121 | 1.41% | 1.11% |
| 18 | Merck & Co Inc | COM | $5,836,470 | 45,420 | 1.24% | 0.98% |
| 19 | Procter & Gamble Co | COM | $5,761,413 | 39,289 | 1.22% | 0.96% |
| 20 | Truist Finl Corp | COM | $5,751,719 | 115,450 | 1.22% | 0.96% |
| 21 | Deere & Co | COM | $5,240,200 | 8,261 | 1.11% | 0.88% |
| 22 | Schwab Strategic Tr | US BRD MKT ETF | $5,033,306 | 173,802 | 1.07% | 0.84% |
| 23 | Home Depot Inc | COM | $4,815,414 | 13,653 | 1.02% | 0.8% |
| 24 | Lowes Cos Inc | COM | $4,706,136 | 21,343 | 1.0% | 0.79% |
| 25 | Royal Bk Cda | COM | $4,325,466 | 20,899 | 0.92% | 0.72% |
Top 25 of 184 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 563 | $138M | 23.0% |
| High net worth individuals | 237 | $387M | 64.6% |
| Pension and profit sharing plans | 25 | $50.0M | 8.35% |
| Charitable organizations | 4 | $4.6M | 0.77% |
| Corporations and other businesses | 4 | $6.8M | 1.14% |
| Other | 18 | $12.3M | 2.05% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Boice Willis Clinic, P.A. 401(k) And Profit Sharing Plan Boice Willis Clinic, P.A. | 2024 | |
| Coastal Carolina Health Care, P.A. Ees' 401(k) Savings & Profit Sharing Plan Coastal Carolina Health Care, P.A. | 2024 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burwell, Walter, Brodie | Secretary | Jul 1989 (37y) | Less than 5% | |
| Hill, Angela, Rhodes | Vice President | Feb 2004 (23y) | Less than 5% | |
| Richard Lee Sanford | Chief Compliance Officer/Chairman/President | Dec 2009 (17y) | 75% or more | |
| Sean Michael Gilsenan | Registered representative | CFP | Feb 2011 (15y) | |
| Douglas William Suhr | Registered representative | CFP | Dec 2020 (6y) | |
| Mackenzie Shaye Thompson Stussie | Registered representative | Oct 2023 (3y) | ||
| Michael Kennedy | Registered representative | Feb 2024 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Boice Willis Clinic, P.A. 401(k) And Profit Sharing Plan | Boice Willis Clinic, P.A. | 290 | $97.0M | 01/01/2024 |
| Coastal Carolina Health Care, P.A. Ees' 401(k) Savings & Profit Sharing Plan | Coastal Carolina Health Care, P.A. | 532 | $71.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $586M (98% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗