Mcwhorter Capital Investments
Firm details
- Headquarters
- ,
- CRD number
- 114479
- Website
- www.mcwhortercapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, PENTEGRA RETIREMENT SERVICES
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.16%
- Individuals14.84%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Mcwhorter Capital Investments operates as a sole proprietorship focused on providing portfolio management services primarily for individuals and small businesses. The firm is characterized by its personalized approach to wealth management, catering to a client base composed of individuals and families. The firm charges fees based on a percentage of assets under management, aligning its interests with those of its clients. While Mcwhorter Capital Investments does not actively engage in ESG investing, it utilizes a straightforward investment strategy that emphasizes traditional asset classes and alternative investments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities18%
- Other11%
- US Government Bonds5%
- Cash & Cash Equivalents4%
Contacts
1 of 1George Mcwhorter
Registered RepresentativeCRD 1607563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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