NARWHAL CAPITAL MANAGEMENT

Legal name: NARWHAL CAPITAL MANAGMENT, LLC

CRD 135958File 801-66563

APPROVED

Retail clients

Filing as of Jun 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.08B

Top 25% of cohort (national)

Discretionary AUM

$1.96B

Non-discretionary $125.9M

Clients

365

850 accounts

Employees

Top 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: May 2, 2006
Principal office: 531 ROSELANE STREET, SUITE 420, MARIETTA, GA, 30060
Phone: (770) 344-0172
Website: https://www.youtube.com/@NarwhalCapital

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.08B
Discretionary AUM: $1.96B
Non-discretionary AUM: $125.9M
Discretionary accounts: 831
Non-discretionary accounts: 19
Total accounts: 850
AUM per client: $5.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	19	$1.04B
Charitable organizations	12	$79.9M
High net worth individuals	111	$901.1M
Individuals (other than high net worth individuals)	223	$59.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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 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.