# Whitwell Advisors

> Whitwell Advisors is an SEC-registered investment advisory firm in Austin, TX, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 331958
- Filed as: WHITWELL ADVISORS
- Legal name: Whitwell & Co, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331958
- AdvisorCensus page: https://advisorcensus.com/firm/whitwell-advisors-austin-tx-331958

## Quick answers

**How is Whitwell Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Whitwell Advisors reports these compensation arrangements: a percentage of assets under its management.

**Where is Whitwell Advisors located?**
Whitwell Advisors' principal office is in Austin, TX, according to its Form ADV.

**Is Whitwell Advisors registered with the SEC or a state?**
Whitwell Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331958.

**How much does Whitwell Advisors manage?**
Whitwell Advisors reports $116,800,554 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**How have Whitwell Advisors' assets and staff changed since 2025?**
In the Form ADV data for Whitwell Advisors: Regulatory assets under management: $112,624,132 in the October 2025 data and $116,800,554 in the October 2026 data, up 4%. Total employees: 8 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Whitwell Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (256); high net worth individuals (56); corporations or other businesses not listed above (17).

**Which custodians does Whitwell Advisors use?**
Whitwell Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Whitwell Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331958

**Does Whitwell Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated June 18, 2026 says: "The Adviser requires a minimum of $1,000,000 to establish a new advisory account. The Adviser, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, account composition, related accounts, and pre -existing clients."

**What changed in Whitwell Advisors' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 18, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The Adviser requires a minimum of $1,000,000 to establish a new advisory account. The Adviser, in its sole discretion, may accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity, anticipated future additional assets, account composition, related accounts, and pre -existing clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $116,800,554
- Discretionary: $116,800,554
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 256 | $48,249,072 |
| High net worth individuals | 56 | $51,954,806 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $3,932,275 |
| Charitable organizations | 2 | $9,245,750 |
| Corporations or other businesses not listed above | 17 | $3,418,651 |

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

### Firm details
- Registered since: 2024 (1 year)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, HI, LA, MN, NV, NY, SC, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- linktr.ee/whitwellpr
- whitwelladvisors.com
- Facebook @modern.wealth.management.boutique
- Instagram @stefanwhitwell
- LinkedIn @whitwell-advisors
- X @Whitwell247
- YouTube @tax-planning-team

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $112,624,132 | 8 | May 26, 2025 |
| October 2026 | $116,800,554 | 9 | July 6, 2026 |

Regulatory assets under management: $112,624,132 in the October 2025 data and $116,800,554 in the October 2026 data, up 4%.
Total employees: 8 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in SC.

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Registered or notice-filed in NY, VA, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whitwell Advisors (CRD 331958): Form ADV filing data as of October 2026.