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
Rocky Mount, NC 27804
Credentials
Series 65
Industry experience
2 years
Mackenzie Thompson Stussie is a financial advisor at Whitener Capital Management, Inc. with two years of industry experience. She holds a Series 65 designation and has worked in various roles including positions at Wildwood Home and New Growth Designs prior to joining Whitener Capital Management. 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 approximately $506 million in client assets.
$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.
3993 Sunset Avenue
Rocky Mount, NC 27804
North Carolina
Whitener Capital Management, Inc.
2023 - Present (3 years)
Whitener Capital Management
2023 - 2023 (1 year)
Wildwood Home
2022 - 2023 (1 year)
New Growth Designs
2019 - 2022 (3 years)
Greenville Country Club
2017 - 2019 (2 years)
East Carolina University
2016 - 2020 (4 years)
On the Square
2016 - 2022 (6 years)
Moore Law
2015 - 2017 (2 years)
Rocky Mount Academy
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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
Rocy Mount, NC
The Wealth Group, Ltd
CFA®, Series 63, Series 65
Rocky Mount, NC
Emerald Asset Management, Inc.
Series 63, Series 65
Rocky Mount, NC
Emerald Asset Management, Inc.
CFP®, Series 63, Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
Series 66
Rocky Mount, NC
Whitener Capital Management, Inc
Series 63, Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
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