# Whitfill Investment Management, LLC

> Whitfill Investment Management, LLC is a state-registered investment advisory firm in Kingwood, TX, registered since 2003, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 128668
- Filed as: WHITFILL INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Kingwood, TX
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/128668
- AdvisorCensus page: https://advisorcensus.com/firm/whitfill-investment-management-llc-kingwood-tx-128668

## Quick answers

**How is Whitfill Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Whitfill Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Whitfill Investment Management, LLC located?**
Whitfill Investment Management, LLC's principal office is in Kingwood, TX, according to its Form ADV.

**Is Whitfill Investment Management, LLC registered with the SEC or a state?**
Whitfill Investment Management, LLC is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 128668.

**How much does Whitfill Investment Management, LLC manage?**
Whitfill Investment Management, LLC reports $4,883,371 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**What types of clients does Whitfill Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11).

**Does Whitfill Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/128668

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,883,371
- Discretionary: $4,883,371
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $4,570,202 |
| High net worth individuals | Fewer than 5 | $313,169 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whitfill Investment Management, LLC (CRD 128668): Form ADV filing data as of October 2026.