SourcingSourcing

WESTHAMPTON CAPITAL, LLC

A78
CRD 119176·SEC 801-80073·WINSTON-SALEM, NC
AUM
$238.5M
$100M-$500M
Est. Revenue
$2.4M
@ 1% on AUM
Est. EBITDA
$716K
@ 30% margin
Est. Deal Value
$5.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WESTHAMPTON CAPITAL, LLC
CRD
119176
SEC file #
801-80073
EIN
205950351
DBA names
Westhampton Capital

Economics

AUM
$238.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$132.0M → $238.5M▲ +81%
Client mix
Individuals Other105
Individuals High Net Worth37
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
5 advisors → 4 advisors▼ -20%
Primary office
WINSTON-SALEM NC
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/06/2026
ADV-W filed at
—
Website
westhamptoncapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SNAVELY, BRANT, RITTENHOUSE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
SNAVELY, BRANT, RITTENHOUSE
SHERTZER, HARRY, REYNOLDS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WESTHAMPTONCAPITAL.COM
Rdap Domain Creation Date
2013-02-07T14:42:35Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001639997
Edgar Registered
Yes
Edgar Filing Count
31
Edgar First Filing Date
2019-08-06
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
29
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001376474-26-000294

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
2150 COUNTRY CLUB ROADSUITE 250WINSTON-SALEM, NC 27104
Business
2150 COUNTRY CLUB ROADSUITE 250WINSTON-SALEM, NC 27104
Edgar EIN
205950351
Edgar Recent Filings
13F-HR2026-04-16 · 0001376474-26-000294
13F-HR2026-01-30 · 0001376474-26-000080
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-02-07T14:42:35Z
Rdap Domain Last Changed
2023-02-08T16:55:26Z
Rdap Nameservers
Ns03.domaincontrol.comNs04.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1179688
Trust Company Affiliate
No

People (4)

4
SNAVELY, BRANT, RITTENHOUSE
IAR · Direct Owner · 87.5%
1179688
LELAND, DAVID, ARTHUR
IAR · Direct Owner · 7.5%
1922266
SHERTZER, HARRY, REYNOLDS
IAR · Direct Owner · 7.5%
1251803
FULTON, PAUL, (NMN)
IAR · Direct Owner · 7.5%
2216544