Porter White Investment Advisors, Inc.
● SEC registered since 2005CRD 110876SEC# 801-48755Birmingham, AL
Reg. AUM
$748.2M
Employees
7
Accounts
329
Location
Birmingham, AL
Porter White Investment Advisors, Inc. assets under management
Porter White Investment Advisors, Inc. is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2005. It reports $748.2 million in regulatory assets under management and employs 7 people.
Porter White Investment Advisors, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Goodloe Herr White Control | President And Cco | Under 5% | 2009 |
| James Herbert White Control | Chairman Of The Board | Under 5% | 2009 |
| Porter White Companies, Inc. Control | Corporation | Over 75% | 1984 |
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Join to unlock · $37/moFrequently asked questions
How much does Porter White Investment Advisors, Inc. manage?
Porter White Investment Advisors, Inc. reports $748.2 million in regulatory assets under management on its Form ADV.
How many employees does Porter White Investment Advisors, Inc. have?
Porter White Investment Advisors, Inc. reports 7 employees.
Where is Porter White Investment Advisors, Inc. located?
Porter White Investment Advisors, Inc. is based in Birmingham, AL and has been SEC-registered since 2005.
Does Porter White Investment Advisors, Inc. disclose fund performance?
Porter White Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1927 1st Avenue North, 10th Floor, Birmingham, AL 35203-4103 |
| Phone | 205-252-3681 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1612457 |
| Discloses disciplinary history | No |
Regulatory AUM
$748.2M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$748.2Mregulatory AUM
Discretionary $734.4MNon-discretionary $13.8M