Whitener Capital Management, INC

About Whitener Capital Management, INC

<p>Whitener Capital Management, Inc. is an independent, SEC-registered investment advisory firm that has worked with retirement plan sponsors and other clients since 1987. The firm acts as a fiduciary advisor and provides 3(21) plan support for company retirement plans, including 401(k) plans.</p> <p>Headquartered in Rocky Mount in eastern North Carolina, with a second office in Cary in the Raleigh–Durham area, Whitener Capital Management works with individuals, corporations, employee benefit plans, trustees, and other fiduciaries. The firm’s service mix includes financial planning and investment management.</p> <p>Its investment approach centers on “Portfolio Longevity” and a conservative, disciplined process that aligns portfolios to client risk tolerance. Whitener Capital Management reports $0.4B in AUM (2026).</p> <p>What sets the firm apart is its stated focus on portfolio longevity as the organizing framework for retirement and investment decisions.</p> <ul> <li>3(21) fiduciary services for plan sponsors</li> <li>401(k) plan guidance and retirement planning</li> <li>Investment management and asset allocation</li> <li>Financial planning for individuals and businesses</li> <li>Support for trustees and fiduciaries</li> </ul>

Website: https://www.whitenercapital.com/

Founded: 1987