Kinston Davis Whitener
Investment adviser representative at Cordgrass Capital Advisors, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$729.9MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Cordgrass Capital Advisors, LLCApr 2026 to now
- Oak Harbor Wealth PartnersFeb 2022 to Mar 2026
- Local Government Federal Credit UnionMay 2021 to Aug 2021
- Hardy Brothers Inc.Jul 2020 to Jan 2021
- Lowe's Companies, Inc.May 2019 to Jun 2020
- Nc State Full Time StudentJan 2019 to Dec 2022
- Wake Tech Community College Full Time StudentAug 2018 to Dec 2018
- Bermuda Run Country ClubNov 2017 to Jul 2018
- Davie Country High School Full Time StudentAug 2014 to Jun 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cordgrass Capital Advisors, LLC
$729.9MAssets managed
448Clients
3Advisers
5 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
- 8311296
- Firm CRD
- 311528