WESTHAMPTON CAPITAL
SEC RegisteredExperienced wealth management that allows you to invest with confidence
About the firm
Since 1998, Westhampton Capital is a fee-based money management firm that helps create investment portfolios designed to meet long-term financial goals for its clients. The firm uses a combination of Value and Growth at a Reasonable Price (GARP) analysis to guide its investment philosophy, focusing on companies with good balance sheets, strong cash flows, and above average dividends. Westhampton Capital maintains a commitment to ethics and integrity, offering unbiased recommendations and impartial guidance.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Fee-only wealth management and portfolio management services including customized portfolio construction across stocks, bonds, and cash; capital preservation strategies; tax-efficient investing using individual stocks and bonds; and ongoing account management with monthly reviews and unrestricted access to the Portfolio Management Team.
Who they serve
Individual clients seeking long-term investment portfolios tailored to their unique goals for growth and income.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 105 | $25M |
| High Net Worth Individuals | 37 | $212M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of January 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WESTHAMPTON CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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