Advisor at Whitener Capital Management, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Whitener Capital Management, Inc
Location
Middletown, RI
Credentials
CFP®, Series 63, Series 65
Industry experience
21 years
Douglas Suhr is a CFP® professional with 21 years of industry experience. He has been with Whitener Capital Management, Inc. since 2020 and also holds a position with Mercer Global Advisors Inc. since 2015. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing roughly $506 million in client assets across discretionary and non-discretionary accounts.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.70%
$250 per hour for financial planning services, negotiable depending on scope.
Fee-only: Fee-only advisory firm; no outside compensation or commissions received.
Middletown, RI
North Carolina · Rhode Island
Whitener Capital Management, Inc.
2020 - Present (6 years)
Mercer Global Advisors Inc.
2017 - Present (9 years)
Mercer Global Advisors Inc.
2015 - 2017 (2 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
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