Narwhal Capital Management

Narwhal Capital Management (CRD# 135958) is a financial advisory firm headquartered in Marietta, GA. They manage $1,367,983,837 in 513 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,368
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $2,666,635
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, GA, NC, TN, TX

Financial Advisors at Narwhal Capital Management
Showing 11 - 14 of 14 top financial advisors.
11
John H. Grayson
CRD#: 7316860
531 Roselane Street, Suite 420, Marietta, GA 30060

John Grayson (CRD# 7316860) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has 1 year of experience in the finance industry.

12
Minxuan Qiao
CRD#: 7280606
531 Roselane Street, Suite 420, Marietta, GA 30060

Minxuan Qiao (CRD# 7280606) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has 1 year of experience in the finance industry.

13
Jason B. Seeb
CRD#: 6957470
531 Roselane Street, Suite 420, Marietta, GA 30060

Jason Seeb (CRD# 6957470) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has 1 year of experience in the finance industry.

14
Melissa Visbal
CRD#: 7378352
531 Roselane Street, Suite 420, Marietta, GA 30060

Melissa Visbal (CRD# 7378352) is an Investment Advisor Representative working at Narwhal Capital Management in Marietta, GA and has 1 year of experience in the finance industry. Melissa Visbal has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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