WESTHAMPTON CAPITAL
  • WESTHAMPTON CAPITAL
  • WESTHAMPTON CAPITAL, LLC
  • WESTHAMPTON CAPITAL, INC.

Adviser Profile

As of Date 01/06/2026
Registration SEC, Approved, 07/16/2014
Other registrations (3)
ADV Location WINSTON-SALEM, NC, United States
Contact Info 336 xxxxxxx
Websites
AUM* 238,519,094 24%
of that, discretionary 238,519,094 24%
Number of Employees 4
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 931,715 16%
% High Net Worth 25.87% 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

239M 204M 170M 136M 102M 68M 34M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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