Minority Owner/portfolio Manager · Westhampton Capital
David A. Leland
CRD 1922266 · Named on Form ADV at one SEC-registered adviser
At a glance
Westhampton Capital, an SEC-registered wealth manager based in Winston-Salem, NC with $239 million in regulatory assets, lists David A. Leland on its Form ADV as Minority Owner/portfolio Manager.
Firms and roles
- Westhampton CapitalMinority Owner/portfolio ManagerWealth manager · Winston-Salem, NC · $239M in regulatory assets
AtlasMembers
David’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Brant R. SnavelyManager, Founder, Chief Executive Officer, Westhampton Capital
- Harry R. ShertzerChief Compliance Officer, Westhampton Capital
- Paul (. FultonMinority Owner/investment Adviser Representative, Westhampton Capital
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.