McWhorter Capital Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,400,092
Total clients
76
32% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
76
Average account size
$518,422
About
McWhorter Capital Investments serves individual investors, retirees, qualified retirement plans and trust accounts, providing discretionary portfolio management and ongoing investment advisory primarily through open‑end mutual funds and ETFs. The firm manages both taxable and tax‑deferred accounts and provides continuous supervision rather than one‑time planning engagements.
The adviser combines technical and fundamental market analysis with regular review of fund performance and industry research, and maintains cash positions intended to cover near‑term (12–15 month) distribution needs. The firm routinely uses mutual fund exchange privileges to rebalance and create short‑term gains or losses, and with client approval may employ individual equities, fixed income, options and other instruments to meet objectives; accounts are monitored on a monthly basis.
Noteworthy aspects include limited custody practices tied to third‑party standing letters of authorization for client‑authorized transfers and a formalized practice of working with family members and legal professionals to maintain powers of attorney and safeguard senior clients. The sole adviser brings multi‑decade industry experience and academic credentials, and the firm emphasizes electronic document preservation (automated cloud backups), cybersecurity measures and professional liability insurance.
Client services
Portfolio management
Expertise
Retirement income strategy
Concentrated stock management
Active portfolio management
Occupation focus
Retired
Founder/Business Owner
Demographic focus
Baby Boomers (Born 1946-1964)
Christian Faith Based
Fee options
$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.
Main office location
McWhorter Capital Investments
College Station TX, United States
Number of offices
1
Most active in
McWhorter Capital Investments has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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