# Westhampton Capital
Source: https://planprovider.pro/provider/westhampton-capital

> Investment management is the core of this fee-only advisory firm, which has worked with clients since 1998. Westhampton Capital is headquartered in Winston-S…

Retirement Plan Advisor

Winston-Salem, NC

## 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](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

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