# Carlton Whitman

> Carlton Whitman is a fee-only financial advisor at Tassel Capital Management in Matthews, North Carolina. Tassel Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/carlton-whitman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tassel Capital Management
- **Based in:** Matthews, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $266.0M across 850 accounts
- **CRD:** 6375955 (https://adviserinfo.sec.gov/individual/summary/6375955)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (2014), Series 65 (2015)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.tasselcapital.com

## Frequently asked questions

### Is Carlton Whitman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Carlton holds no broker registration, and Tassel Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Carlton charge for financial advice?

Carlton's firm, Tassel Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Carlton Whitman based?

Carlton Whitman is based in Matthews, North Carolina.

### Is Carlton Whitman registered with the SEC?

Yes. Carlton Whitman is registered as an investment adviser representative in NC (CRD 6375955), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tassel Capital Management manage?

Tassel Capital Management reports $266.0M across 850 accounts in assets under management.

### How do I contact Carlton Whitman?

Through Carlton's website, www.tasselcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6375955): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.