About Westhampton Capital
<p>Investment management is the core of this fee-only advisory firm, which has worked with clients since 1998. Westhampton Capital is headquartered in Winston-Salem in North Carolina’s Piedmont Triad, and it also works with retirement plan sponsors looking for an outside advisor.</p> <p>As a <a href="/plan-advisors">plan advisor</a>, the firm provides 3(21) fiduciary services, offering investment recommendations that the plan sponsor can accept or reject. Its investment approach blends Value and Growth at a Reasonable Price (GARP) analysis, with portfolios built around diversified holdings in individual stocks and bonds based on goals such as growth, income, capital preservation, and tax efficiency.</p> <p>Westhampton Capital reports $0.2B in AUM (2026). A practical differentiator is its emphasis on direct portfolio construction using individual securities rather than relying only on packaged products.</p> <ul> <li>Fee-only investment advisory firm founded in 1998</li> <li>Headquarters: Winston-Salem, serving the Piedmont Triad and beyond</li> <li>Retirement plan support: 3(21) fiduciary investment advisor services</li> <li>Portfolio management using Value and GARP analysis</li> <li>Ongoing account oversight with monthly portfolio reviews</li> </ul>
Website: https://westhamptoncapital.com
Founded: 1998
Office Locations
- Winston-Salem, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $192.6M