Data / Investment advisers / Georgia / Narwhal Capital Management
Narwhal Capital Management, Marietta, GA: $2.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Narwhal Capital Management is an SEC registered investment adviser with its main office in Marietta, Georgia and reports $2.1 billion in regulatory assets under management in its Form ADV filed August 31, 2026. Its clients include corporations and other businesses, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 135958
- SEC file number
- 801-66563
- SEC status
- Approved, effective May 2, 2006
- Legal name
- Narwhal Capital Managment, LLC
- Main office
- 531 Roselane Street Suite 420, Marietta, GA 30060
- Phone
- (770) 344-0172
- Regulatory AUM
- $2,084,372,356 in the Form ADV filed August 31, 2026
- Discretionary AUM
- $1,958,425,864
- Non discretionary AUM
- $125,946,492
- Accounts
- 850
- Employees
- 18, of which 12 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 19 | $1.04 billion |
| High net worth individuals | 111 | $901.1 million |
| Charitable organizations | 12 | $79.9 million |
| Individuals (other than high net worth individuals) | 223 | $59.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $2.08 billion | February 27, 2026 |
| December 1, 2025 | $1.76 billion | September 30, 2025 |
Other advisers in Marietta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Impact Partnership Wealth, LLC | Marietta | $2.96 billion | Not listed | adviserinfo.sec.gov |
| Marietta Wealth Management, LLC | Marietta | $1.39 billion | Not listed | adviserinfo.sec.gov |
| American Financial Advisors, LLC. | Marietta | $950.2 million | Not listed | adviserinfo.sec.gov |
| Nicholas Wealth Management | Marietta | $739.8 million | Not listed | adviserinfo.sec.gov |
| Wiser Wealth Management, Inc | Marietta | $513.6 million | Not listed | adviserinfo.sec.gov |
| Paul Manners & Associates, Inc. | Marietta | $391.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Marietta, GA
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Narwhal Capital Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.