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MCWHORTER CAPITAL INVESTMENTS
GEORGE MICHAEL MCWHORTER
CRD 114479
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$39.4M
Discretionary AUM
$39.4M
Team
1 total employees; 1 advisory reps; 74 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2025-03-04
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $5.8M |
| High net worth individuals | 24 | $33.6M |
All web addresses on file
Official SEC filing: View on IAPD