Michael Kennedy
Investment adviser representative at Whitener Capital Management, Inc
10 yearsExperience
1 stateRegistered in
$598.5MFirm assets
38 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
Experience
10 years in the industry.
- Whitener Capital Management, Inc.Jan 2024 to now
- Truist Investment Services, Inc.Jan 2022 to Dec 2023
- TruistApr 2017 to Jan 2022
- Real Estate BrokerMay 2016 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
Whitener Capital Management, Inc
$598.5MAssets managed
851Clients
5Advisers
38 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
- 7589285
- Firm CRD
- 106865