Westhampton Capital provides portfolio management for individuals and small businesses, insurance, and retirement plan services.
Westhampton Capital reports 143 clients. They include 105 individual clients, 37 high-net-worth individuals and 1 charitable organization. Of its assets, 100.0% ($239M across 256 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 11% |
| High-net-worth individuals | 26% | 89% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 105 | $25.4M | 10.6% | $242K |
| High-net-worth individuals | 37 | $212M | 89.1% | $5.74M |
| Charitable organizations | Fewer than 5 | $687K | 0.3% | $687K |
| Total | 143 | $239M | 100% | — |
- Clients
- 105
- Regulatory AUM
- $25.4M
- AUM share
- 10.6%
- Avg. per client
- $242K
- Clients
- 37
- Regulatory AUM
- $212M
- AUM share
- 89.1%
- Avg. per client
- $5.74M
- Clients
- Fewer than 5
- Regulatory AUM
- $687K
- AUM share
- 0.3%
- Avg. per client
- $687K
Total
- Clients
- 143
- Regulatory AUM
- $239M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Westhampton Capital charges up to 1.50% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Services
- Retirement plan services fees are individually negotiated with the plan sponsor; the brochure states no rate.
Brant Snavely owns 75% or more of Westhampton Capital. Brant Snavely is CEO; the leadership team includes Chief Compliance Officer Harry Shertzer. It has 4 employees.
Leadership
- Brant SnavelyManager, Founder, Chief Executive Officer
- Harry ShertzerChief Compliance Officer
- Paul FultonMinority Owner/Investment Adviser Representative
- David LelandMinority Owner/Portfolio Manager
- Harry ShertzerMinority Owner/Portfolio Manager
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 2 insurance agents
- Owns 75% or more of Westhampton Capital, LLC
Brant Snavely
Control person · since December 2006
- Owns 5% to 10% of Westhampton Capital, LLC
Harry Shertzer
Control person · since February 2010
- Owns 5% to 10% of Westhampton Capital, LLC
David Leland
since March 2015
- Owns 5% to 10% of Westhampton Capital, LLC
Paul Fulton
since March 2015
Westhampton Capital’s regulatory assets grew from $169M (January 2021) to $239M (January 2026); clients were 143 in both filings and employees fell from 5 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $239M | 143 | 4 | 1 |
| Jan 2025January 2025 | $223M | 144 | 4 | 1 |
| Jan 2024January 2024 | $193M | 140 | 4 | 1 |
| Jan 2023January 2023 | $172M | 153 | 5 | 1 |
| Jan 2022January 2022 | $192M | 153 | 5 | 1 |
| Jan 2021January 2021 | $169M | 140 | 5 | 1 |
Besides its headquarters, Westhampton Capital has 0 offices, with 1 listed address in 1 state.
North Carolina · 1 listed address
- 2150 Country Club RD, Suite 250, Winston-SalemHQ
Contact and registration details
- Legal name
- Westhampton Capital, LLC
- Headquarters
- 2150 Country Club RD, Suite 250, Winston-Salem, NC 27104
- Website
- westhamptoncapital.com
- Phone
- 336-725-5579
- SEC file
- 801-80073
- Founded
- 1998
- Structure
- North Carolina LLC
- Fiscal year end
- December
Westhampton Capital’s named custodian for separately managed accounts is Fidelity ($129M). Westhampton Capital has custody of client assets.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $129M100%
At year end, Westhampton Capital’s separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $241M across 131 positions; the largest are Apple Inc. (9.8%), Lam Research Corp. (5.5%) and Eaton Corp. PLC (4.4%).
What the accounts hold
- Stocks92%
- Funds1%
- Bonds1%
- Cash6%
Reported 13F holdings
- $241M
- Reported 13F value
- 131
- Positions
- 40.6%
- In the 10 largest
- +12.6%
- Value vs. prior quarter
- Apple Inc.9.8%
- Lam Research Corp.5.5%
- Eaton Corp. PLC4.4%
- Broadcom Inc.4.3%
- Cummins Inc.4.0%
- Nvidia Corporation3.0%
- Parker-hannifin Corp.2.8%
- Palo Alto Networks Inc.2.6%
- Waste Mgmt Inc. Del2.2%
- Alphabet Inc. · Cap Stk CL A2.1%
Together, the ten largest are 40.6% of reported value.
How many clients does Westhampton Capital have?
Westhampton Capital has 143 clients and manages $239 million for them, as of January 2026. They include 105 individual clients, 37 high-net-worth individuals and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 6 January 2026
What services does Westhampton Capital offer?
Westhampton Capital provides portfolio management for individuals and small businesses, insurance, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Westhampton Capital charge?
Westhampton Capital charges up to 1.50% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: WESTHAMPTON CAPITAL_BROCHURE_AVA_2025-PRESS, filed 6 January 2026
Which custodians does Westhampton Capital use?
Westhampton Capital’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $129M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 January 2026
How many financial advisors does Westhampton Capital have?
Westhampton Capital has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Westhampton Capital invest in?
At the end of its last fiscal year, Westhampton Capital’s separately managed accounts held 92% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds and 1% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Westhampton Capital?
Westhampton Capital’s direct owners are Brant Snavely (75% or more), Harry Shertzer (5% to 10%), David Leland (5% to 10%) and Paul Fulton (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 January 2026
How does Westhampton Capital get paid?
Westhampton Capital is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Westhampton Capital?
Westhampton Capital’s main office is at 2150 Country Club RD, Suite 250, Winston-Salem, NC 27104. Its phone number is 336-725-5579. Its website is westhamptoncapital.com.