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Walter Burwell

Secretary at Whitener Capital Management

Firm officerUpdated

Walter Burwell has been Secretary of Whitener Capital Management, Inc, a Rocky Mount, NC investment adviser managing $598M, since July 1989.

37
Years in role
$598M
Firm AUM
851
Firm clients
5
Firm advisers

From Form ADV filed 24 February 2026Form ADV

Career

Walter Burwell is not listed as a control person, but directly owns under 5% of Whitener Capital Management.

Whitener Capital Management is an investment adviser based in Rocky Mount, NC, registered with the SEC since 1987. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $598 million, as filed on 24 February 2026. Its fees, ownership and offices are on the firm’s profile.

Key facts

CRD
4346680
Firm
Whitener Capital Management · CRD 106865
Role
Secretary
In role since
July 1989 · 37 years
Control person
Not listed
Direct ownership
Under 5%
Firm headquarters
Rocky Mount, NC
Individual registration
No current adviser record · SEC search
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Walter Burwell work?

Walter Burwell has been Secretary of Whitener Capital Management, Inc since July 1989.

Source: Form ADV, Schedule A, filed 24 February 2026

How can I verify Walter Burwell’s record?

Walter Burwell’s role is listed on Whitener Capital Management, Inc’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 106865.

Source: Form ADV, Schedule A, filed 24 February 2026

Leadership at Whitener Capital Management

Sources

  1. IAPD individual lookup, CRD 4346680, checked 22 October 2026. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Whitener Capital Management, Inc, filed 24 February 2026. Title, control and ownership bands.