Investment Advice Tailored to You

Address: US
Price range: $

For over 25 years, we’ve provided custom investment portfolios and transparent financial advice to multi-generational families and up-and-comers in the Atlanta area and beyond.

Our Story

Open Communication. Unbiased Advice. Transparent Performance.

At Narwhal Capital Management, we believe in transparency through education. We strive to keep you informed about your financial health every step of the way, from clearly defining risks and fees to providing accessible and unbiased analysis on all our investments.

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Individualized Portfolios. In-House Research. Disciplined Allocations.

We build customized portfolios of individual securities based on in-house research. Economic outlooks and market trends may vary, but we remain steadfast in our commitment to serve you through risk-appropriate performance returns, proactive service, and education.

Our Process

Let’s start the conversation.

At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.