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Narwhal Capital Management

narwhal.com Direct investor

Narwhal Capital Management is a wealth management firm founded in 2005 that builds customized portfolios of individual securities for families and other clients, primarily in the metro Atlanta area. It also offers financial planning, tax and accounting, and 401(k) advisory services.

Narwhal Capital Management is an asset manager headquartered in United States, founded in 2005. It invests directly in companies.

“We build customized portfolios of individual securities based on in-house research.”

— Narwhal Capital Management, own website
Layer
Direct investor
Type
Asset manager
Stage
Not stated
Headquarters
United States
Invests in
Atlanta area, beyond
Founded
2005

Team, as Narwhal Capital Management publishes it

  • Matt Burton, CFA Founder
  • Andrew Hall President
  • Benjamin Nye, CFA, FRM Chief Investment Officer, Portfolio Manager
  • Thomas Russell, CPFA Director of Fixed Income, Portfolio Manager
  • Sam Frost, CFA Sr. Portfolio Manager
  • Harrison Pettigrew Portfolio Manager
  • Ryan Miller Junior Fixed Income Analyst
  • Mohammed Reza Junior Equity Analyst
  • Natalie Rogers, SHRM-CP Director of Client Service and Operations
  • Jonathan McKay, CPA Director of Tax and Accounting Services
  • Sylvia Priest Director of Trust Services
  • Jonathan Hicks Chief Compliance Officer

Names and roles exactly as listed on narwhal.com. Nothing else about these people is recorded.

Where this comes from

Every fact above was read from a page Narwhal Capital Management publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.

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Record 13924 · added 2026-10-19 · link last verified 2026-10-21 · confidence high

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