WHITENER CAPITAL MANAGEMENT, INC
CRD #106865 SEC #801-31219 ROCKY MOUNT, NC 252-972-8909
SEC Registered
Total AUM
$506.1M
Discretionary
$464.6M
Employees
10
Clients
51
Accounts
1,446
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $506.1M | $464.6M | $41.5M | 10 | 0 |
| Mar 2025 | $506.1M | $464.6M | $41.5M | 10 | 0 |
| Nov 2024 | $409.2M | $367.7M | $41.6M | 10 | 0 |
| Apr 2024 | $409.2M | $367.7M | $41.6M | 10 | 0 |
| Mar 2024 | $409.2M | $367.7M | $41.6M | 10 | 0 |
| Feb 2023 | $346.2M | $307.3M | $38.9M | 8 | 0 |
| Nov 2022 | $388.6M | $339.7M | $48.9M | 8 | 0 |
| Aug 2022 | $388.6M | $339.7M | $48.9M | 8 | 0 |
| Mar 2022 | $388.6M | $339.7M | $48.9M | 8 | 0 |
| May 2021 | $315M | $275.2M | $39.8M | 8 | 0 |
| Mar 2021 | $315M | $275.2M | $39.8M | 8 | 0 |
| Dec 2020 | $291.6M | $247M | $44.6M | 4 | 0 |
| Sep 2020 | $291.6M | $247M | $44.6M | 4 | 0 |
| Jun 2020 | $291.6M | $247M | $44.6M | 4 | 0 |
| Mar 2020 | $291.6M | $247M | $44.6M | 4 | 0 |
| Sep 2019 | $220.5M | $170M | $50.5M | 3 | 0 |
| Jun 2019 | $220.5M | $170M | $50.5M | 3 | 0 |
| Mar 2019 | $220.5M | $170M | $50.5M | 4 | 0 |
| Sep 2018 | $226.1M | $149.8M | $76.3M | 4 | 0 |
| Mar 2018 | $226.1M | $149.8M | $76.3M | 4 | 0 |
| Oct 2017 | $187.7M | $103.7M | $84M | 4 | 0 |
| Mar 2017 | $187.7M | $103.7M | $84M | 4 | 300 |
| Nov 2016 | $169.1M | $70.6M | $98.5M | 4 | 300 |
| Mar 2016 | $169.1M | $70.6M | $98.5M | 4 | 300 |
| Mar 2015 | $164.8M | $64.8M | $100.1M | 4 | 300 |
| Feb 2014 | $151.5M | $51.5M | $100M | 4 | 300 |
| Oct 2013 | $127.9M | $39.9M | $88M | 4 | 300 |
| Aug 2013 | $127.9M | $39.9M | $88M | 4 | 300 |
| May 2013 | $127.9M | $39.9M | $88M | 4 | 300 |
| Mar 2013 | $127.9M | $39.9M | $88M | 4 | 300 |
| Mar 2012 | $114.6M | $28M | $86.6M | 1 | 120 |
| Nov 2011 | $100.1M | $6.5M | $93.7M | 1 | 251 |
| Mar 2011 | $100.1M | $6.5M | $93.7M | 5 | -- |
| Mar 2008 | $139.7M | $0 | $139.7M | 10 | -- |
| Mar 2007 | $136.5M | $0 | $136.5M | 10 | -- |
| Mar 2006 | $129.2M | $0 | $129.2M | 10 | -- |
| Mar 2002 | $135.2M | $0 | $135.2M | -- | -- |
DateApr 2025
Total AUM$506.1M
Discretionary$464.6M
Non-Disc.$41.5M
Employees10
Clients0
DateMar 2025
Total AUM$506.1M
Discretionary$464.6M
Non-Disc.$41.5M
Employees10
Clients0
DateNov 2024
Total AUM$409.2M
Discretionary$367.7M
Non-Disc.$41.6M
Employees10
Clients0
DateApr 2024
Total AUM$409.2M
Discretionary$367.7M
Non-Disc.$41.6M
Employees10
Clients0
DateMar 2024
Total AUM$409.2M
Discretionary$367.7M
Non-Disc.$41.6M
Employees10
Clients0
DateFeb 2023
Total AUM$346.2M
Discretionary$307.3M
Non-Disc.$38.9M
Employees8
Clients0
DateNov 2022
Total AUM$388.6M
Discretionary$339.7M
Non-Disc.$48.9M
Employees8
Clients0
DateAug 2022
Total AUM$388.6M
Discretionary$339.7M
Non-Disc.$48.9M
Employees8
Clients0
DateMar 2022
Total AUM$388.6M
Discretionary$339.7M
Non-Disc.$48.9M
Employees8
Clients0
DateMay 2021
Total AUM$315M
Discretionary$275.2M
Non-Disc.$39.8M
Employees8
Clients0
DateMar 2021
Total AUM$315M
Discretionary$275.2M
Non-Disc.$39.8M
Employees8
Clients0
DateDec 2020
Total AUM$291.6M
Discretionary$247M
Non-Disc.$44.6M
Employees4
Clients0
DateSep 2020
Total AUM$291.6M
Discretionary$247M
Non-Disc.$44.6M
Employees4
Clients0
DateJun 2020
Total AUM$291.6M
Discretionary$247M
Non-Disc.$44.6M
Employees4
Clients0
DateMar 2020
Total AUM$291.6M
Discretionary$247M
Non-Disc.$44.6M
Employees4
Clients0
DateSep 2019
Total AUM$220.5M
Discretionary$170M
Non-Disc.$50.5M
Employees3
Clients0
DateJun 2019
Total AUM$220.5M
Discretionary$170M
Non-Disc.$50.5M
Employees3
Clients0
DateMar 2019
Total AUM$220.5M
Discretionary$170M
Non-Disc.$50.5M
Employees4
Clients0
DateSep 2018
Total AUM$226.1M
Discretionary$149.8M
Non-Disc.$76.3M
Employees4
Clients0
DateMar 2018
Total AUM$226.1M
Discretionary$149.8M
Non-Disc.$76.3M
Employees4
Clients0
DateOct 2017
Total AUM$187.7M
Discretionary$103.7M
Non-Disc.$84M
Employees4
Clients0
DateMar 2017
Total AUM$187.7M
Discretionary$103.7M
Non-Disc.$84M
Employees4
Clients300
DateNov 2016
Total AUM$169.1M
Discretionary$70.6M
Non-Disc.$98.5M
Employees4
Clients300
DateMar 2016
Total AUM$169.1M
Discretionary$70.6M
Non-Disc.$98.5M
Employees4
Clients300
DateMar 2015
Total AUM$164.8M
Discretionary$64.8M
Non-Disc.$100.1M
Employees4
Clients300
DateFeb 2014
Total AUM$151.5M
Discretionary$51.5M
Non-Disc.$100M
Employees4
Clients300
DateOct 2013
Total AUM$127.9M
Discretionary$39.9M
Non-Disc.$88M
Employees4
Clients300
DateAug 2013
Total AUM$127.9M
Discretionary$39.9M
Non-Disc.$88M
Employees4
Clients300
DateMay 2013
Total AUM$127.9M
Discretionary$39.9M
Non-Disc.$88M
Employees4
Clients300
DateMar 2013
Total AUM$127.9M
Discretionary$39.9M
Non-Disc.$88M
Employees4
Clients300
DateMar 2012
Total AUM$114.6M
Discretionary$28M
Non-Disc.$86.6M
Employees1
Clients120
DateNov 2011
Total AUM$100.1M
Discretionary$6.5M
Non-Disc.$93.7M
Employees1
Clients251
DateMar 2011
Total AUM$100.1M
Discretionary$6.5M
Non-Disc.$93.7M
Employees5
Clients--
DateMar 2008
Total AUM$139.7M
Discretionary$0
Non-Disc.$139.7M
Employees10
Clients--
DateMar 2007
Total AUM$136.5M
Discretionary$0
Non-Disc.$136.5M
Employees10
Clients--
DateMar 2006
Total AUM$129.2M
Discretionary$0
Non-Disc.$129.2M
Employees10
Clients--
DateMar 2002
Total AUM$135.2M
Discretionary$0
Non-Disc.$135.2M
Employees--
Clients--