Nathaniel Whitman
The NLW Capital Group · Baltimore, Maryland
Nathaniel Whitman is a fee-only financial advisor at The NLW Capital Group in Baltimore, Maryland. The NLW Capital Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The NLW Capital Group |
|---|---|
| Based in | Baltimore, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.1M across 93 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 7348490 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.nlwcapitalgroup.com |
| Profile |
How Nathaniel's firm compares
- The NLW Capital Group's average account is about $162,000, from its Form ADV (assets managed divided by 93 accounts).
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Questions about Nathaniel
Is Nathaniel Whitman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nathaniel holds no broker registration, and The NLW Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nathaniel charge for financial advice?
Nathaniel's firm, The NLW Capital Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nathaniel Whitman based?
Nathaniel Whitman is based in Baltimore, Maryland.
Is Nathaniel Whitman registered with the SEC?
Yes. Nathaniel Whitman is registered as an investment adviser representative in MD and TX (CRD 7348490), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The NLW Capital Group manage?
The NLW Capital Group reports $15.1M across 93 accounts in assets under management.
How do I contact Nathaniel Whitman?
Through Nathaniel's website, www.nlwcapitalgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Baltimore
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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