WHITENER CAPITAL MANAGEMENT, INC

CRD 106865File 801-31219

APPROVED

Retail clients

Custody

Filing as of Feb 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$598.5M

Above cohort median (national)

Discretionary AUM

$566.3M

Non-discretionary $32.2M

Clients

833

1,628 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Dec 31, 1987
Principal office: 3993 SUNSET AVENUE, ROCKY MOUNT, NC, 27804
Phone: 252-972-8909
Website: https://www.whitenercapital.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $598.5M
Discretionary AUM: $566.3M
Non-discretionary AUM: $32.2M
Discretionary accounts: 1,572
Non-discretionary accounts: 56
Total accounts: 1,628
AUM per client: $718K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$6.8M
Charitable organizations	Fewer than 5	$4.6M
High net worth individuals	237	$386.8M
Pension and profit sharing plans	25	$50.0M
Individuals (other than high net worth individuals)	563	$137.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	851	833
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.