# WHITTIER ADVISORS, LLC

WHITTIER ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 318024
- Type: SEC-registered investment adviser
- SEC file number: 801-126237
- Location: 4695 MACARTHUR COURT, SUITE 1500, NEWPORT BEACH, CA, 92660
- Phone: 949-341-4250
- Latest filing: 2026-07-09
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Clients: 7
- Accounts: 30

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Dahl A David | CHIEF EXECUTIVE OFFICER | Pasadena, CA |
| Robert Renken | CHIEF LEGAL OFFICER | Pasadena, CA |
| Heather Nicole Slate | CHIEF COMPLIANCE OFFICER | — |
| David Dahl | CHIEF EXECUTIVE OFFICER | South Pasadena, CA |
| Timothy Kelley Mccarthy | BOARD MEMBER | — |
| J. Caleb Silsby | BOARD MEMBER | — |
| Liam James Mcguinness | CHIEF FINANCIAL OFFICER | — |
| MCCARTHY TIMOTHY KELLEY | BOARD MEMBER | — |
| MCGUINNESS VINCENT JAMES | CHIEF FINANCIAL OFFICER | — |
| SLATE HEATHER NICOLE | CHIEF COMPLIANCE OFFICER | — |
| RENKEN ROBERT | CHIEF LEGAL OFFICER | — |
| ROGERS CHRISTINA | CHIEF COMPLIANCE OFFICER | — |
| SILSBY J CALEB | BOARD MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318024/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318024/similar
- Related entities: https://search.stillhousedata.com/firm/318024/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318024

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.