# Matthew Burton

> Matthew Burton is a fee-only financial advisor at Narwhal Capital Management in Marietta, Georgia, who holds the CFA credential. Narwhal Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Narwhal Capital Management
- **Based in:** Marietta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $2.08B across 850 accounts
- **Credentials:** CFA
- **CRD:** 4977557 (https://adviserinfo.sec.gov/individual/summary/4977557)
- **SEC registration:** Investment adviser representative in GA, TX
- **Firm size:** 18 employees
- **Disclosures:** None reported
- **Website:** https://open.spotify.com/show/5rywfi9r4rhwikrrojen8i

## Frequently asked questions

### Is Matthew Burton a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?

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

### Where is Matthew Burton based?

Matthew Burton is based in Marietta, Georgia.

### What credentials does Matthew Burton hold?

Matthew Burton holds the CFA credential.

### Is Matthew Burton registered with the SEC?

Yes. Matthew Burton is registered as an investment adviser representative in GA and TX (CRD 4977557), 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 Matthew Burton?

Through Matthew's website, open.spotify.com/show/5rywfi9r4rhwikrrojen8i.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4977557): 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.