Matthew Burton
Narwhal Capital Management · Marietta, Georgia
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.
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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 |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 4977557 |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/5rywfi9r4rhwikrrojen8i |
How Matthew'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 Matthew
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.
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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