Overview
Assets Under Management: $223 million
Headquarters: WINSTON-SALEM, NC
High-Net-Worth Clients: 31
Average Client Assets: $6 million
Frequently Asked Questions
WESTHAMPTON CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119176), WESTHAMPTON CAPITAL, LLC is subject to fiduciary duty under federal law.
WESTHAMPTON CAPITAL, LLC is headquartered in WINSTON-SALEM, NC.
WESTHAMPTON CAPITAL, LLC serves 31 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, WESTHAMPTON CAPITAL, LLC offers portfolio management for individuals. View all service details ↓
WESTHAMPTON CAPITAL, LLC manages $223 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, WESTHAMPTON CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.63
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 246
Discretionary Accounts: 246
Regulatory Filings
CRD Number: 119176
Last Filing Date: 2025-01-07 00:00:00
Website: https://westhamptoncapital.com