An Uncommon Find in a Sea of Choices

For nearly 25 years, Narwhal Capital Management has provided investment advisory services to clients in the metro Atlanta area and around the United States.

Though economic outlooks and market trends may vary, we remain steadfast in our commitment to serving clients through risk-appropriate performance returns, proactive service and an emphasis on education.


Narwhal builds customized portfolios across all asset classes with an emphasis on undervalued stocks and a buy-and-hold approach to municipal bonds.


We strive to complement portfolio management with excellent client service that is proactive, comprehensive and uniquely tailored for each client.


We strive to educate our clients and the surrounding community, because we believe knowledge is a prerequisite for true financial independence.

Blog and News

From the Blog

2020 ICR Conference Recap

For the third year in a row, we attended the annual ICR Conference in Orlando. In the attached document, we (Vice President Andrew Hall, Chief Investment Officer Ben Nye and Senior Fixed Income Analyst Tom Russell) share observations on: The Strength of the American...

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2019 Schwab IMPACT Conference: Day 3

If you missed it (and how could you have?!?!), here are my thoughts on Day 1 and Day 2 of Schwab's annual IMPACT Conference, the largest gathering of independent financial advisors in the country. Greg Valliere on the Political Climate in Washington, D.C. Valliere is...

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News & Events

Narwhal Capital Releases Q3 2019 Macro Review and Outlook

On October 22, 2019, Narwhal Capital released its Q3 2019 Review for public consumption. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice. The commentary is divided into 3 parts. In part 1, we...

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