Whaley Capital Group, LLC
Whaley Capital Group, LLC (CRD# 151600) is a financial advisory firm headquartered in Charlottesville, VA. They manage $47,665,904 in 35 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management48MILLION
Total Number of Accounts35ACCOUNTS
Average Account Value$1,361,883
- A percentage of assets under your management
- Performance-based fees
- 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
Landon Whaley (CRD# 4281608) is an Investment Advisor Representative working at Whaley Capital Group, LLC in Charlottesville, VA and has over 17 years of experience in the finance industry.