NARWHAL CAPITAL MANAGMENT, LLC
Legal name: NARWHAL CAPITAL MANAGEMENT
CRD #135958 SEC #801-66563 MARIETTA, GA (770) 344-0172
SEC Registered
Total AUM
$1.8B
Discretionary
$1.6B
Employees
20
Clients
11
Accounts
748
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $1.8B | $1.6B | $117.7M | 20 | 0 |
| Jul 2025 | $1.8B | $1.6B | $117.7M | 20 | 0 |
| Apr 2025 | $1.8B | $1.6B | $117.7M | 20 | 0 |
| Mar 2025 | $1.8B | $1.7B | $117.7M | 20 | 0 |
| Oct 2024 | $1.6B | $1.4B | $170.7M | 20 | 0 |
| Sep 2024 | $1.6B | $1.4B | $170.7M | 20 | 0 |
| Feb 2024 | $1.6B | $1.4B | $170.7M | 20 | 0 |
| Dec 2023 | $1.3B | $1.1B | $151.8M | 18 | 0 |
| Jul 2023 | $1.3B | $1.1B | $151.8M | 18 | 0 |
| Mar 2023 | $1.3B | $1.1B | $151.8M | 18 | 0 |
| Dec 2022 | $1.4B | $1.3B | $78.2M | 18 | 0 |
| Aug 2022 | $1.4B | $1.3B | $78.2M | 18 | 0 |
| Jun 2022 | $1.4B | $1.3B | $78.2M | 18 | 0 |
| Mar 2022 | $1.4B | $1.3B | $78.2M | 18 | 0 |
| Oct 2021 | $1.1B | $1.1B | $65.7M | 20 | 0 |
| Jun 2021 | $1.1B | $1.1B | $65.7M | 20 | 0 |
| Mar 2021 | $1.1B | $1.1B | $65.7M | 20 | 0 |
| Aug 2020 | $952M | $894.5M | $57.5M | 15 | 0 |
| Jun 2020 | $952M | $894.5M | $57.5M | 15 | 0 |
| May 2020 | $952M | $894.5M | $57.5M | 15 | 0 |
| Mar 2020 | $952M | $894.5M | $57.5M | 15 | 0 |
| Jul 2019 | $742.9M | $699.8M | $43.1M | 16 | 0 |
| Apr 2019 | $742.9M | $699.8M | $43.1M | 16 | 0 |
| Mar 2019 | $742.9M | $699.8M | $43.1M | 16 | 0 |
| Oct 2018 | $767M | $710.1M | $56.9M | 14 | 0 |
| Jul 2018 | $767M | $710.1M | $56.9M | 14 | 0 |
| May 2018 | $767M | $710.1M | $56.9M | 14 | 0 |
| Mar 2018 | $767M | $710.1M | $56.9M | 14 | 0 |
| May 2017 | $623.4M | $555.4M | $68M | 11 | 26 |
| Feb 2017 | $623.4M | $555.4M | $68M | 11 | 26 |
| Nov 2016 | $545.3M | $488M | $57.4M | 7 | 26 |
| Jul 2016 | $545.3M | $488M | $57.4M | 7 | 26 |
| Apr 2016 | $545.3M | $488M | $57.4M | 7 | 26 |
| Apr 2016 | $545.3M | $488M | $57.4M | 7 | 26 |
| Mar 2016 | $545.3M | $488M | $57.4M | 7 | 26 |
| Aug 2015 | $516.4M | $468M | $48.3M | 6 | 26 |
| Jul 2015 | $516.4M | $468M | $48.3M | 6 | 26 |
| May 2015 | $516.4M | $468M | $48.3M | 6 | 26 |
| Apr 2015 | $516.4M | $468M | $48.3M | 6 | 26 |
| Apr 2015 | $516.4M | $468M | $48.3M | 6 | 26 |
| Mar 2015 | $516.4M | $468M | $48.3M | 6 | 26 |
| Dec 2014 | $490.6M | $425.2M | $65.4M | 6 | 26 |
| Jun 2014 | $490.6M | $425.2M | $65.4M | 6 | 26 |
| May 2014 | $490.6M | $425.2M | $65.4M | 6 | 26 |
| Mar 2014 | $490.6M | $425.2M | $65.4M | 6 | 26 |
| Dec 2013 | $509.4M | $446.2M | $63.2M | 5 | 26 |
| Apr 2013 | $509.4M | $446.2M | $63.2M | 3 | 26 |
| Mar 2013 | $509.4M | $446.2M | $63.2M | 3 | 26 |
| Mar 2012 | $431.9M | $406M | $25.9M | 1 | 26 |
| Nov 2011 | $355.8M | $326.1M | $29.7M | 1 | 26 |
| Apr 2011 | $355.8M | $326.1M | $29.7M | 5 | -- |
| Mar 2011 | $355.8M | $326.1M | $29.7M | 5 | -- |
| Jan 2011 | $348.4M | $348.4M | $0 | 5 | -- |
| Mar 2010 | $348.4M | $348.4M | $0 | 5 | -- |
| Nov 2007 | $230.5M | $230.5M | $0 | 5 | -- |
| Oct 2007 | $230.5M | $230.5M | $0 | 5 | -- |
| Apr 2007 | $230.5M | $230.5M | $0 | 5 | -- |
| Mar 2007 | $230.5M | $230.5M | $0 | 5 | -- |
DateSep 2025
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$117.7M
Employees20
Clients0
DateJul 2025
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$117.7M
Employees20
Clients0
DateApr 2025
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$117.7M
Employees20
Clients0
DateMar 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$117.7M
Employees20
Clients0
DateOct 2024
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.7M
Employees20
Clients0
DateSep 2024
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.7M
Employees20
Clients0
DateFeb 2024
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$170.7M
Employees20
Clients0
DateDec 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$151.8M
Employees18
Clients0
DateJul 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$151.8M
Employees18
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$151.8M
Employees18
Clients0
DateDec 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$78.2M
Employees18
Clients0
DateAug 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$78.2M
Employees18
Clients0
DateJun 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$78.2M
Employees18
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$78.2M
Employees18
Clients0
DateOct 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$65.7M
Employees20
Clients0
DateJun 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$65.7M
Employees20
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$65.7M
Employees20
Clients0
DateAug 2020
Total AUM$952M
Discretionary$894.5M
Non-Disc.$57.5M
Employees15
Clients0
DateJun 2020
Total AUM$952M
Discretionary$894.5M
Non-Disc.$57.5M
Employees15
Clients0
DateMay 2020
Total AUM$952M
Discretionary$894.5M
Non-Disc.$57.5M
Employees15
Clients0
DateMar 2020
Total AUM$952M
Discretionary$894.5M
Non-Disc.$57.5M
Employees15
Clients0
DateJul 2019
Total AUM$742.9M
Discretionary$699.8M
Non-Disc.$43.1M
Employees16
Clients0
DateApr 2019
Total AUM$742.9M
Discretionary$699.8M
Non-Disc.$43.1M
Employees16
Clients0
DateMar 2019
Total AUM$742.9M
Discretionary$699.8M
Non-Disc.$43.1M
Employees16
Clients0
DateOct 2018
Total AUM$767M
Discretionary$710.1M
Non-Disc.$56.9M
Employees14
Clients0
DateJul 2018
Total AUM$767M
Discretionary$710.1M
Non-Disc.$56.9M
Employees14
Clients0
DateMay 2018
Total AUM$767M
Discretionary$710.1M
Non-Disc.$56.9M
Employees14
Clients0
DateMar 2018
Total AUM$767M
Discretionary$710.1M
Non-Disc.$56.9M
Employees14
Clients0
DateMay 2017
Total AUM$623.4M
Discretionary$555.4M
Non-Disc.$68M
Employees11
Clients26
DateFeb 2017
Total AUM$623.4M
Discretionary$555.4M
Non-Disc.$68M
Employees11
Clients26
DateNov 2016
Total AUM$545.3M
Discretionary$488M
Non-Disc.$57.4M
Employees7
Clients26
DateJul 2016
Total AUM$545.3M
Discretionary$488M
Non-Disc.$57.4M
Employees7
Clients26
DateApr 2016
Total AUM$545.3M
Discretionary$488M
Non-Disc.$57.4M
Employees7
Clients26
DateApr 2016
Total AUM$545.3M
Discretionary$488M
Non-Disc.$57.4M
Employees7
Clients26
DateMar 2016
Total AUM$545.3M
Discretionary$488M
Non-Disc.$57.4M
Employees7
Clients26
DateAug 2015
Total AUM$516.4M
Discretionary$468M
Non-Disc.$48.3M
Employees6
Clients26
DateJul 2015
Total AUM$516.4M
Discretionary$468M
Non-Disc.$48.3M
Employees6
Clients26
DateMay 2015
Total AUM$516.4M
Discretionary$468M
Non-Disc.$48.3M
Employees6
Clients26
DateApr 2015
Total AUM$516.4M
Discretionary$468M
Non-Disc.$48.3M
Employees6
Clients26
DateApr 2015
Total AUM$516.4M
Discretionary$468M
Non-Disc.$48.3M
Employees6
Clients26
DateMar 2015
Total AUM$516.4M
Discretionary$468M
Non-Disc.$48.3M
Employees6
Clients26
DateDec 2014
Total AUM$490.6M
Discretionary$425.2M
Non-Disc.$65.4M
Employees6
Clients26
DateJun 2014
Total AUM$490.6M
Discretionary$425.2M
Non-Disc.$65.4M
Employees6
Clients26
DateMay 2014
Total AUM$490.6M
Discretionary$425.2M
Non-Disc.$65.4M
Employees6
Clients26
DateMar 2014
Total AUM$490.6M
Discretionary$425.2M
Non-Disc.$65.4M
Employees6
Clients26
DateDec 2013
Total AUM$509.4M
Discretionary$446.2M
Non-Disc.$63.2M
Employees5
Clients26
DateApr 2013
Total AUM$509.4M
Discretionary$446.2M
Non-Disc.$63.2M
Employees3
Clients26
DateMar 2013
Total AUM$509.4M
Discretionary$446.2M
Non-Disc.$63.2M
Employees3
Clients26
DateMar 2012
Total AUM$431.9M
Discretionary$406M
Non-Disc.$25.9M
Employees1
Clients26
DateNov 2011
Total AUM$355.8M
Discretionary$326.1M
Non-Disc.$29.7M
Employees1
Clients26
DateApr 2011
Total AUM$355.8M
Discretionary$326.1M
Non-Disc.$29.7M
Employees5
Clients--
DateMar 2011
Total AUM$355.8M
Discretionary$326.1M
Non-Disc.$29.7M
Employees5
Clients--
DateJan 2011
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$348.4M
Discretionary$348.4M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$230.5M
Discretionary$230.5M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$230.5M
Discretionary$230.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$230.5M
Discretionary$230.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$230.5M
Discretionary$230.5M
Non-Disc.$0
Employees5
Clients--