WHITFILL INVESTMENT MANAGEMENT, LLC

WHITFILL INVESTMENT MANAGEMENT, LLC of KINGWOOD, TX is an SEC-registered investment adviser (CRD 128668). Regulatory assets under management: $4.9M.

Registration

• CRD: 128668
• Type: Registered investment adviser
• Location: 1408 STONEHOLLOW DR, KINGWOOD, TX, 77339
• Phone: 281-812-4555
• Latest filing: 2026-03-10
• Regulatory AUM: $4.9M
• Discretionary AUM: $4.9M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128668 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search