RIA Intelligence

WHM CAPITAL ADVISORS, LLC

CRD #144885 SEC #801-69090 COLUMBIA, SC 803-799-1301
SEC Registered
Total AUM
$71.1M
Discretionary
$71.1M
Employees
6
Clients
--
Accounts
200

Firm Details

Organization Type
Limited Liability Company
State of Formation
South Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 9, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BARNES, JOHN, HAMPTONICHIEF COMPLIANCE OFFICER/COONA Control
BARNES, JOHN, HAMPTONICHIEF COMPLIANCE OFFICERNA Control
BARNES, JOHN, HAMPTONICHIEF COMPLIANCE OFFICERNA Control
MCAFEE, TERESA, MORLEYICHIEF EXECUTIVE OFFICERNA Control
MORLEY, MATTHEW, ALLENICHIEF INVESTMENT OFFICERNA
MCAFEE, WILLIAM, HAMILTONICHIEF COMPLIANCE OFFICER / SOLE MEMBERE Control
MCAFEE, WILLIAM, HAMILTONICHIEF COMPLIANCE OFFICER / SOLE MEMBERE Control
MCAFEE, WILLIAM, HAMILTONICHIEF COMPLIANCE OFFICER / SOLE MEMBERE Control
MCAFEE, WILLIAM, HAMILTONICHIEF COMPLIANCE OFFICER / SOLE MEMBERE Control
WILLIAM H. MCAFEE, JR. REVOCABLE TRUSTDEOWNERE Control
WILLIAM H. MCAFEE, JR. REVOCABLE TRUSTDEOWNERE Control
WILLIAM H. MCAFEE, JR. REVOCABLE TRUSTDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MCAFEE, TERESA, MORLEYIWILLIAM H. MCAFEE, JR. REVOCABLE TRUSTE Control
MCAFEE, TERESA, MORLEYIWILLIAM H. MCAFEE, JR. REVOCABLE TRUSTE Control
MCAFEE, TERESA, MORLEYIWILLIAM H. MCAFEE, JR. REVOCABLE TRUSTE Control

Registrations

Federal

IA
May 9, 2012 REGISTERED

Notice Filings (2)

NC SC

Address

1301 GERVAIS ST., STE 1920
COLUMBIA, SC 29201
United States
Phone: 803-799-1301