Westhampton Capital

Westhampton Capital (CRD# 119176) is a financial advisory firm headquartered in Winston Salem, NC. They manage $119,095,675 in 234 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    234
    ACCOUNTS
  • Average Account Value
    $508,956
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

FL, IN, NC, NH, TX, VA

Financial Advisors at Westhampton Capital
Showing 1 - 5 of 5 top financial advisors.
1
David A. Leland
CRD#: 1922266
2150 Country Club Rd., Ste. 250, Winston Salem, NC 27104
96
Wealthminder
score

David Leland (CRD# 1922266) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 25 years of experience in the finance industry.

2
Harry R. Shertzer
CRD#: 1251803
2150 Country Club Rd, Suite 250, Winston Salem, NC 27104
93
Wealthminder
score

Harry Shertzer (CRD# 1251803) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 32 years of experience in the finance industry.

3
Brant R. Snavely
CRD#: 1179688
2150 Country Club Rd, Suite 250, Winston Salem, NC 27104
86
Wealthminder
score

Brant Snavely (CRD# 1179688) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 33 years of experience in the finance industry.

4
Paul (. Fulton
CRD#: 2216544
2150 Country Club Rd, Suite 250, Winston Salem, NC 27104
83
Wealthminder
score

Paul Fulton (CRD# 2216544) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 24 years of experience in the finance industry.

5
Jeffrey B. Ellis
CRD#: 831554
2150 Country Club Rd, Suite 250, Winston Salem, NC 27104
48
Wealthminder
score

Jeffrey Ellis (CRD# 831554) is an Investment Advisor Representative working at Westhampton Capital in Winston Salem, NC and has over 36 years of experience in the finance industry.

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