Mohammed Ghulam-Reza
Narwhal Capital Management · Marietta, Georgia
Mohammed Ghulam-Reza 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 7686577 |
| Exams passed | Series 65 (2023) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | open.spotify.com/show/5rywfi9r4rhwikrrojen8i |
How Mohammed'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 Mohammed
Is Mohammed Ghulam-Reza a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mohammed 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 Mohammed charge for financial advice?
Mohammed's firm, Narwhal Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Mohammed Ghulam-Reza based?
Mohammed Ghulam-Reza is based in Marietta, Georgia.
Is Mohammed Ghulam-Reza registered with the SEC?
Yes. Mohammed Ghulam-Reza is registered as an investment adviser representative in GA and TX (CRD 7686577), 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 Mohammed Ghulam-Reza?
Through Mohammed'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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