Kinston Whitener
Cordgrass Capital Advisors · Raleigh, North Carolina
Kinston Whitener is a fee-only financial advisor at Cordgrass Capital Advisors in Raleigh, North Carolina, who holds the CFP credential. Cordgrass Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Cordgrass Capital Advisors |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $729.9M across 1,592 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 8311296 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.cordgrasscapital.com |
How Kinston's firm compares
- Cordgrass Capital Advisors's average account is about $459,000, from its Form ADV (assets managed divided by 1,592 accounts).
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Questions about Kinston
Is Kinston Whitener a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kinston holds no broker registration, and Cordgrass Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kinston charge for financial advice?
Kinston's firm, Cordgrass Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kinston Whitener based?
Kinston Whitener is based in Raleigh, North Carolina.
What credentials does Kinston Whitener hold?
Kinston Whitener holds the CFP credential.
Is Kinston Whitener registered with the SEC?
Yes. Kinston Whitener is registered as an investment adviser representative in NC (CRD 8311296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cordgrass Capital Advisors manage?
Cordgrass Capital Advisors reports $729.9M across 1,592 accounts in assets under management.
How do I contact Kinston Whitener?
Through Kinston's website, www.cordgrasscapital.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
- 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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