Douglas Suhr
Whitener Capital Management · Middletown, Rhode Island
Douglas Suhr is a fee-only financial advisor at Whitener Capital Management in Middletown, Rhode Island, who holds the CFP credential. Douglas focuses on retirement planning and small business owners. Whitener Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Whitener Capital Management |
|---|---|
| Based in | Middletown, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $598.5M across 1,628 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, RI · CRD 2774201 |
| Exams passed | Series 63 (2012) · Series 65 (1997) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.whitenercapital.com |
How Douglas's firm compares
- Whitener Capital Management's average account is about $368,000, from its Form ADV (assets managed divided by 1,628 accounts).
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Questions about Douglas
Is Douglas Suhr a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Whitener Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Whitener Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Douglas Suhr based?
Douglas Suhr is based in Middletown, Rhode Island.
What does Douglas specialize in?
Douglas's specialties include retirement planning and small business owners.
What credentials does Douglas Suhr hold?
Douglas Suhr holds the CFP credential.
Is Douglas Suhr registered with the SEC?
Yes. Douglas Suhr is registered as an investment adviser representative in NC and RI (CRD 2774201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitener Capital Management manage?
Whitener Capital Management reports $598.5M across 1,628 accounts in assets under management.
How do I contact Douglas Suhr?
Through Douglas's website, www.whitenercapital.com.
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
- Whitener Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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