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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WHM CAPITAL ADVISORS, LLC

CRD 144885

COLUMBIA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:62780cfb-4387-375f-b0dd-cfa85ec78d43

Data as of Jun 26, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2012 to Jun 26, 2012
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $71.1MItem 5.F on the latest filing (2012-06-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $71.1M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Accounts: 200
SEC number: 801-69090
CRD: 144885
Filings on the tape: 3
First filed: Feb 14, 2012
Latest filed: Jun 26, 2012
Organised: Limited Liability Company, South Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BARNES, JOHN, HAMPTON	CHIEF COMPLIANCE OFFICER/COO	Na	yes	12/2012	Feb 14, 2012	Jun 26, 2012
MCAFEE, TERESA, MORLEY	Trustee	E	yes	01/2012	Feb 14, 2012	Jun 26, 2012
MCAFEE, TERESA, MORLEY	CHIEF EXECUTIVE OFFICER	Na	yes	01/2012	Feb 14, 2012	Jun 26, 2012
WILLIAM H. MCAFEE, JR. REVOCABLE TRUST	Owner	E	yes	01/2012	Feb 14, 2012	Jun 26, 2012
MORLEY, MATTHEW, ALLEN	CHIEF INVESTMENT OFFICER	Na	no	06/2012	Jun 26, 2012	Jun 26, 2012

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Greenville	Sc	United States	n/a	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2011	Feb 14, 2012	$71.1M	$71.1M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2011	$71.1M	n/a	n/a	n/a	n/a	n/a	n/a	n/a	n/a

Relationships

Controls (3)

← BARNES, JOHN, HAMPTONOwnerCHIEF COMPLIANCE OFFICER/COO, ownership code NA, individual
Feb 14, 2012 to presentfactForm ADV
← MCAFEE, TERESA, MORLEYOwnerTRUSTEE, ownership code E, individual
Feb 14, 2012 to presentfactForm ADV
← WILLIAM H. MCAFEE, JR. REVOCABLE TRUSTOwnerOWNER, ownership code E, domestic entity
Feb 14, 2012 to presentfactForm ADV

Owns (1)

← MORLEY, MATTHEW, ALLENOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jun 26, 2012 to presentfactForm ADV

Registered with (3)

← WILLIAM AVERY MITCHELLAdvisorregistration: previous registration
Jan 15, 2013 to Aug 27, 2013factForm ADV
← GEORGE FRANCIS O'BRIENAdvisorregistration: previous registration
May 27, 2011 to Aug 21, 2013factForm ADV
← JOHN HAMPTON BARNESAdvisorregistration: previous registration
Mar 4, 2009 to Aug 21, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62780cfb-4387-375f-b0dd-cfa85ec78d43
First observed: Feb 14, 2012
Last observed: Jun 26, 2012 173 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHM CAPITAL ADVISORS, LLC

CRD 144885

COLUMBIA, SC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:62780cfb-4387-375f-b0dd-cfa85ec78d43

Data as of Jun 26, 2012 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:31 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BARNES, JOHN, HAMPTON

CHIEF COMPLIANCE OFFICER/COO

yes

12/2012

Feb 14, 2012

Jun 26, 2012

MCAFEE, TERESA, MORLEY

Trustee

yes

01/2012

Feb 14, 2012

Jun 26, 2012

MCAFEE, TERESA, MORLEY

CHIEF EXECUTIVE OFFICER

yes

01/2012

Feb 14, 2012

Jun 26, 2012

WILLIAM H. MCAFEE, JR. REVOCABLE TRUST

Owner

yes

01/2012

Feb 14, 2012

Jun 26, 2012

MORLEY, MATTHEW, ALLEN

CHIEF INVESTMENT OFFICER

06/2012

Jun 26, 2012

City

State

Country

Employees

Also broker-dealer

Greenville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2011

Feb 14, 2012

$71.1M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2011

$71.1M

n/a