Caleb Daniel Whitaker

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 04/2018
  State Farm Farm Vp Management Corp.
  Huntsville, AL
• 02/2016 → 07/2017
  Christina Smith Insurance Agency
  Huntsville, AL
• 07/2017 → 04/2018
  Beau Brooks Insurance Agency
  Huntsville, AL
• 04/2018 → 09/2018
  State Farm Vp Management Corp.
  Brownsboro, AL
• 04/2018 → 09/2018
  State Farm Insurance
  Brownsboro, AL
• 09/2018 → Present
  Caleb Whitaker's Insurance Agency
  Huntsville, AL
• 09/2018 → Present
  State Farm Vp Management Corp.
  Huntsville, AL
• 07/2025 → Present
  State Farm Investment Management Corp
  Huntsville, AL

Other Businesses

1. Caleb Whitaker's Insurance Agency; Insurance Agency; Investment-related; 131 Old Highway 431 Ste D Huntsville, AL 35763-9255; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 09/01/2018; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-02
• S63 Uniform Securities Agent State Law Examination
  2015-12-22