Whm Capital Advisors, LLC (Columbia)

Name: Whm Capital Advisors, LLC
Address: 1301 Gervais St., Ste 1920, Columbia, SC, 29201
Telephone: 803-799-1301

Whm Capital Advisors, LLC is an adviser based in Columbia. It manages $71.12 million of regulatory assets for 200 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of North Carolina and South Carolina.

Whm Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and business valuation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Whm Capital Advisors: assets under management

The assets under management (AUM) of Whm Capital Advisors, LLC is $71.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 116% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71.12 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $355.6 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Whm Capital Advisors, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Whm Capital Advisors, LLC

Matthew Allen Morley has served as the Chief Investment Officer since 1 Jun 2012. John Hampton Barnes joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William H. Mcafee	Chief compliance officer	1 Feb 2002	75% - 100%	2705318
William Hamilton Mcafee	Chief compliance officer / sole member	1 Feb 2002	75% - 100%	2705318
Jr. Revocable Trust William H. Mcafee	Owner	1 Jan 2012	75% - 100%	45-6727575
Matthew Allen Morley	Chief investment officer	1 Jun 2012	Other	6087407
John Hampton Barnes	Chief compliance officer	1 Dec 2012	Other	5505348

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Teresa Morley Mcafee	Trustee	1 Jan 2012	75% - 100%	6023509

Based in Columbia

The principal office where Whm Capital Advisors, LLC performs its advisory services is located at 1301 Gervais St., Ste 1920, Columbia, SC 29201 The mailing address of the firm is P.O. Box 7426, Columbia, SC 29202. An additional office of the firm is in Greenville, SC. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 803-799-1301 or by fax 803-799-1303. The normal business hours are 8:30 - 5:30 on Monday - Friday. You can find more information about the New York firm at www.whmca.com.