Sean Gilsenan
Whitener Capital Management · Cary, North Carolina
Sean Gilsenan is a fee-only financial advisor at Whitener Capital Management in Cary, North Carolina, who holds the CFP credential. Sean 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 | Cary, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $598.5M across 1,628 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 2426535 |
| Exams passed | Series 63 (1993) · Series 65 (1994) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.whitenercapital.com |
| Profile |
How Sean'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 Sean
Is Sean Gilsenan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean 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 Sean charge for financial advice?
Sean's firm, Whitener Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sean Gilsenan based?
Sean Gilsenan is based in Cary, North Carolina.
What does Sean specialize in?
Sean's specialties include retirement planning and small business owners.
What credentials does Sean Gilsenan hold?
Sean Gilsenan holds the CFP credential.
Is Sean Gilsenan registered with the SEC?
Yes. Sean Gilsenan is registered as an investment adviser representative in NC (CRD 2426535), 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 Sean Gilsenan?
Through Sean'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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