Stribling-Whalen Financial Group, LLC
CRD 343346SEC# 801-137279Gainesville, GA
No longer SEC-registered. Stribling-Whalen Financial Group, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
7
Accounts
—
Location
Gainesville, GA
Stribling-Whalen Financial Group, LLC assets under management
Stribling-Whalen Financial Group, LLC operates as an SEC-registered investment adviser based in Gainesville, GA. It employs 7 people.
Stribling-Whalen Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Edward Whalen Control | Principal/Member | Over 75% | 2025 |
| Joshua Taylor Jones | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How many employees does Stribling-Whalen Financial Group, LLC have?
Stribling-Whalen Financial Group, LLC reports 7 employees.
Where is Stribling-Whalen Financial Group, LLC located?
Stribling-Whalen Financial Group, LLC is based in Gainesville, GA.
Does Stribling-Whalen Financial Group, LLC disclose fund performance?
Stribling-Whalen Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 620 Spring St SE, Gainesville, GA 30501 |
| Office hours | 8:30a.m. To 5p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 51%
More than 49% of 16,820 advisers