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

2019 Schwab IMPACT Conference: Day 1

Charles Schwab, the largest custodian of independent advisor (firms like Narwhal) assets, hosts an annual conference for Registered Investment Advisors each fall. Though positioned as something of an invite-only, education-driven event, at times, it can feel more like...

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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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What’s Inside an Indexed Annuity?

Annuities are a hot topic in today’s financial climate, as promises of “guaranteed returns” sound increasingly attractive in volatile markets. For retirement planners, the idea of locking in a set rate of return sounds much simpler and safer than picking stocks or...

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News & Events

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