What departments does Whatley & Company have?

Whatley & Company has employees across 1 departments including Finance.

What is the largest department at Whatley & Company?

The largest department at Whatley & Company is Finance with 1 employees.

Where are Whatley & Company employees located globally?

Whatley & Company has employees across 1 continents and 1 countries including United States Of America.

How has Whatley & Company's team size changed over time?

Whatley & Company's team has remained stable from approximately 2 to 2 employees based on available data.

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Whatley & Company Employee Directory

Investment ManagementGeorgia, United States2-10 Employees

Whatley & Company is an investment management firm based in Athens, Georgia, that specializes in practice management consulting and outsourced CIO services for financial advisors, teams, and firms. The company supports its clients by providing strategic guidance and governance-enabled CIO services intended to help these financial professionals manage and grow their practices. Serving a market of financial advisory firms and affiliated teams, Whatley & Company operates within the investment management industry, positioning itself as a resource for operational and technology leadership rather than traditional asset management alone. The organization is a small firm, located in the Athens area, and its focus is on delivering consulting and outsourced executive-level services to improve practice efficiency and decision-making for its clients.

Whatley & Company Global Highlights

North America
5

United States Of America
5

Whatley & Company's Leadership

C. V.
Chief Operating Office Chief Compliance Officer
Mobile Phone
Email
V. C.
President & Owner
Mobile Phone
Email
C. W.
Performance Improvement Strategist For Financial Advisors
Mobile Phone
Email

Whatley & Company Employee Metrics

100%

50%

2026

2025

Banking
Business
Other

Contact profiles from Whatley & Company

Name

Title

Contact

Location

Last Update

V. C.
President & Owner
Mobile Phone
Email
United States, Georgia
Apr 14, 2026
C. W.
Performance Improvement Strategist For Financial Advisors
Mobile Phone
Email
United States, Georgia
Oct 22, 2024
C. V.
Chief Operating Office Chief Compliance Officer
Mobile Phone
Email
UNITED STATES
Jul 05, 2025

Frequently Asked Questions

What is Whatley & Company known for?

Whatley & Company was founded in 2008 and operates in the Investment Management industry. Explore Whatley & Company's company overview page for more information.

What is Whatley & Company's most common email format?

Whatley & Company employees' email format typically follows the pattern of First.Last@rcwhatley.com. Trying to find reliable and up-to-date employee contact data? Find more Whatley & Company email formats with LeadIQ.

How many employees does Whatley & Company have currently?

Whatley & Company has approximately 4 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Whatley & Company's key employees and leadership?

As of October 2026, Whatley & Company's key employees include:

Chief Operating Office Chief Compliance Officer: C. V.
President & Owner: V. C.
Performance Improvement Strategist For Financial Advisors: C. W.

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Whatley & Company Employee Directory

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