Narwhal Capital Management

Narwhal Capital Management provides investment advisory and financial planning services to a mix of individual and institutional clients, including high net worth individuals, charitable organizations, corporations, trusts, and retirement plan sponsors. The firm offers portfolio management for individuals and businesses, retirement plan advisory services, pooled investment vehicles, and tailored financial planning engagements.

The firm builds individualized investment policies and implements portfolios through asset allocation across domestic and international equities, fixed income, ETFs, and mutual funds, using fundamental, technical, and cyclical analysis as appropriate. Narwhal generally manages accounts on a discretionary basis, documents client goals in investment policy statements, and conducts regular monitoring and quarterly reviews to align portfolios with client objectives.

Narwhal is notable among multi-team advisers for providing in-house accounting and tax services and maintaining certified public accountants on staff who prepare individual and corporate tax returns and consult on tax matters—an affiliation that is uncommon in its peer group. The firm also operates at scale for its advisor headcount, managing over $2 billion in assets with a 12-advisor team while maintaining no formal account minimums and offering limited consultative advisory options for clients who prefer non-discretionary or project-based relationships.