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Thomas H. Russell

Investment adviser representative at Narwhal Capital Management
13 yearsExperience
2 statesRegistered in
$2.1BFirm assets
20 yearsFirm in business

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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

13 years in the industry.

  1. Narwhal Capital ManagementJun 2020 to now
  2. Narwhal Capital MangementOct 2018 to Jun 2020
  3. PeachcapSep 2017 to Oct 2018
  4. Peachtree Tax & AdvisorySep 2017 to Oct 2018
  5. LPLSep 2013 to Aug 2017

Exams passed

  • Series 66 · Uniform Combined State Law2009

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
5702624
Firm CRD
135958
Advisor's SEC record (opens in a new tab)
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