Whaley Capital Group, LLC

Whaley Capital Group, LLC (CRD# 151600) is a financial advisory firm headquartered in Charlottesville, VA. They manage $44,916,991 in 34 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $1,321,088
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
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.

VA

Financial Advisors at Whaley Capital Group, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Landon D. Whaley
CRD#: 4281608
400 Locust Avenue, Suite 4, Charlottesville, VA 22902
93
Wealthminder
score

Landon Whaley (CRD# 4281608) is an Investment Advisor Representative working at Whaley Capital Group, LLC in Charlottesville, VA and has over 16 years of experience in the finance industry.

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