Richard Sanford
Whitener Capital Management · Rocky Mount, North Carolina
Richard Sanford is a fee-only financial advisor at Whitener Capital Management in Rocky Mount, North Carolina. Richard focuses on retirement planning and small business owners. Whitener Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Whitener Capital Management |
|---|---|
| Based in | Rocky Mount, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $598.5M across 1,628 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 2957281 |
| Exams passed | Series 63 (1997) · Series 65 (2011) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.whitenercapital.com |
| Profile |
How Richard's firm compares
- Whitener Capital Management's average account is about $368,000, from its Form ADV (assets managed divided by 1,628 accounts).
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Questions about Richard
Is Richard Sanford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Whitener Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Whitener Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Sanford based?
Richard Sanford is based in Rocky Mount, North Carolina.
What does Richard specialize in?
Richard's specialties include retirement planning and small business owners.
Is Richard Sanford registered with the SEC?
Yes. Richard Sanford is registered as an investment adviser representative in NC and TX (CRD 2957281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Whitener Capital Management manage?
Whitener Capital Management reports $598.5M across 1,628 accounts in assets under management.
How do I contact Richard Sanford?
Through Richard's website, www.whitenercapital.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
- Whitener Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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