Advisor at McWhorter Capital Investments
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
McWhorter Capital Investments
Location
College Station, TX
Credentials
Series 63
Industry experience
17 years
George McWhorter is the sole advisor at McWhorter Capital Investments in College Station, TX, holding a Series 63 designation with 17 years of industry experience. He has worked at Nalico Equity Corporation since 2001 and has led McWhorter Capital Investment since 2000. Outside of investment advisory, McWhorter serves as Senior Director at Texas A&M AgriLife Research, The Borlaug Institute for International Agriculture, where he manages adult education programs and training grants. McWhorter Capital Investments provides discretionary portfolio management for individual investors, retirees, qualified retirement plans, and trust accounts, focusing primarily on mutual funds and ETFs. The firm combines technical and fundamental analysis with ongoing supervision and employs various instruments with client approval to meet investment objectives.
Based on McWhorter Capital Investments
Based on McWhorter Capital Investments
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.60% annually
Account minimum: $25,000 Fee-only: Fee-only advisor, fees charged as percentage of assets under management.
College Station, TX
Texas
Nalico Equity Corporation
2001 - Present (25 years)
McWhorter Capital Investment
2000 - Present (26 years)
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CFA®, CFP®
Bryan, TX
Charis Legacy Partners
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
Series 65
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CFP®, Series 63
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Smith & Wyatt
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