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PORTER WHITE INVESTMENT ADVISORS, INC.
CRD 110876 · SEC 801-48755
1927 1ST AVENUE NORTH, 10TH FLOOR, BIRMINGHAM, AL, 35203-4103, United States
Phone
205-252-3681
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$748.2M
Discretionary AUM
$734.4M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $1.5M |
| High net worth individuals | 80 | $504.3M |
| Pension/profit sharing plans | 8 | $98.6M |
| Charitable organizations | 12 | $127.8M |
| Corporations/business entities | 4 | $16.1M |
States served
AL
All web addresses on file
Official SEC filing: View on IAPD