David Hale
Narwhal Capital Management · Marietta, Georgia
David Hale is a fee-only financial advisor at Narwhal Capital Management in Marietta, Georgia. Narwhal Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Narwhal Capital Management |
|---|---|
| Based in | Marietta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $2.08B across 850 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 8134991 |
| Exams passed | Series 65 (2025) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/5rywfi9r4rhwikrrojen8i |
How David's firm compares
- Narwhal Capital Management's average account is about $2.5 million, from its Form ADV (assets managed divided by 850 accounts).
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Questions about David
Is David Hale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Narwhal Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Narwhal Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Hale based?
David Hale is based in Marietta, Georgia.
Is David Hale registered with the SEC?
Yes. David Hale is registered as an investment adviser representative in GA and TX (CRD 8134991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Narwhal Capital Management manage?
Narwhal Capital Management reports $2.08B across 850 accounts in assets under management.
How do I contact David Hale?
Through David's website, open.spotify.com/show/5rywfi9r4rhwikrrojen8i.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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