Narwhal Capital Management
Firm details
- Headquarters
- Marietta, Georgia
- CRD number
- 135958
- Registered since
- May 2, 2006
- Website
- www.narwhal.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Corporations / Businesses50.08%
- HNWI43.23%
- Charitable Organizations3.83%
- Individuals2.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Narwhal Capital Management is an independent, privately owned registered investment adviser that has been SEC-registered since 2006. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions; it also provides pension consulting services. Narwhal bills clients primarily as a percentage of assets under management and also uses hourly charges for some engagements. The firm lists accounting among its business activities and was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities56%
- State & Local Bonds23%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 71Active vs passive
$361M in ETFs
98%
$353M
2%
$7.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $163M | 212,639 | 45.11% |
Location
Marietta, GA
Cobb
Location
Marietta, GA
Headquartered in Marietta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Cobb
- Address
- 531 Roselane St Nw
- Time zone
- ET (UTC-5)
- Office locations
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