Narwhal Capital Management's Form ADV discloses 1.50% on the first $500,000, 1.25% on the next $500,000, 1.00% on the next $4 million, 0.90% on the next $5 million, and 0.75% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #135958), Narwhal Capital Management is subject to fiduciary duty under federal law.
Narwhal Capital Management is headquartered in MARIETTA, GA.
Narwhal Capital Management serves 111 high-net-worth clients according to their SEC filing dated August 31, 2026. View client details ↓
According to their SEC Form ADV, Narwhal Capital Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Narwhal Capital Management manages $2.1 billion in client assets according to their SEC filing dated August 31, 2026.
According to their SEC Form ADV, Narwhal Capital Management serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓