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Kinston Davis Whitener

Cordgrass Capital Advisors, LLC

Raleigh, NC

CRD 8311296

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Employer firm

Cordgrass Capital Advisors, LLC CRD 311528

$730M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Cordgrass Capital Advisors, Llc

3101 Glenwood Avenue Suite 102, Raleigh, NC 27612 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-07-23
  • NC RA
    APPROVED
    Since 2026-07-23

Branch Locations

3101 Glenwood Avenue Suite 102, Raleigh, NC 27612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cordgrass Capital Advisors, Llc Raleigh NC 04/2026 Present
Oak Harbor Wealth Partners Raleigh NC 02/2022 03/2026
Local Government Federal Credit Union Raleigh NC 05/2021 08/2021
Hardy Brothers Inc. Siloam NC 07/2020 01/2021
Lowe's Companies, Inc. Mocksville NC 05/2019 06/2020
Nc State Full Time Student Raleigh NC 01/2019 12/2022
Wake Tech Community College Full Time Student Raleigh NC 08/2018 12/2018
Bermuda Run Country Club Advance NC 11/2017 07/2018
Davie Country High School Full Time Student Mocksville NC 08/2014 06/2018
  • 04/2026 → Present
    Cordgrass Capital Advisors, Llc
    Raleigh, NC
  • 02/2022 → 03/2026
    Oak Harbor Wealth Partners
    Raleigh, NC
  • 05/2021 → 08/2021
    Local Government Federal Credit Union
    Raleigh, NC
  • 07/2020 → 01/2021
    Hardy Brothers Inc.
    Siloam, NC
  • 05/2019 → 06/2020
    Lowe's Companies, Inc.
    Mocksville, NC
  • 01/2019 → 12/2022
    Nc State Full Time Student
    Raleigh, NC
  • 08/2018 → 12/2018
    Wake Tech Community College Full Time Student
    Raleigh, NC
  • 11/2017 → 07/2018
    Bermuda Run Country Club
    Advance, NC
  • 08/2014 → 06/2018
    Davie Country High School Full Time Student
    Mocksville, NC
Designations
  • Certified Financial Planner
Other Names
  • Kinston Davis Whitner

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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