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Matthew Doran Burton

Investment adviser representative at Narwhal Capital Management
21 yearsExperience
2 statesRegistered in
CFADesignation
$2.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

21 years in the industry.

  1. Narwhal Capital Management, LLCJun 2005 to now

Designations

  • CFA

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (GA, TX).

Narwhal Capital Management

Legal name: Narwhal Capital Managment, LLC

$2.1BAssets managed
365Clients
11Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4977557
Firm CRD
135958
Advisor's SEC record (opens in a new tab)
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