Mackenzie
Thompson Stussie

Whitener Capital Management, Inc

CRD#7818429
Investment Advisor
in Rocky Mount, NC

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About this Advisor

Mackenzie Thompson Stussie is a financial advisor based in Rocky Mount, North Carolina, working with Whitener Capital Management, Inc. Mackenzie has previously held positions at Moore Law, Greenville Country Club, On The Square, New Growth Designs, Wildwood Home, Whitener Capital Management, Whitener Capital Management, Inc, East Carolina University, and Rocky Mount Academy. Mackenzie has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Mackenzie is part of Whitener Capital Management, Inc, which operates out of Rocky Mount, North Carolina. The firm has 2 offices and 10 employees. The firm manages assets totaling $409.2 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Whitener Capital Management, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3993 Sunset Avenue
Rocky Mount, NC 27804

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Whitener Capital Management, Inc Brokerage Details

Total Assets Under Management

$409,230,584

NC Average: $3,625,019,099
Total Number of Employees

10

NC Average: 22
Total Number of Accounts

1,284

NC Average: 1,917
Average Account Size

$318,715

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Mackenzie Thompson Stussie Work History

2023 - Present (1 year)

Whitener Capital Management, Inc

2023 - 2023 (< 1 year)

Whitener Capital Management

2022 - 2023 (1 year)

Wildwood Home

2019 - 2022 (3 years)

New Growth Designs

2017 - 2019 (2 years)

Greenville Country Club

2016 - 2022 (6 years)

On The Square

2016 - 2020 (4 years)

East Carolina University

2015 - 2017 (2 years)

Moore Law

2013 - 2016 (3 years)

Rocky Mount Academy

Disclosures

Please visit the SEC profile of Mackenzie Thompson Stussie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Whitener Capital Management, Inc

Douglas Suhr
Middletown, RI
Mackenzie Thompson Stussie
Rocky Mount, NC
Michael Kennedy
Rocky Mount, NC
Sean Gilsenan
Cary, NC
Richard Sanford
Rocky Mount, NC

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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