Wealth Manager
    SEC Registered
    Manages Private Funds

    Porter White Investment Advisors, Inc.

    Registered investment advisor · Birmingham, Alabama · CRD #110876

    Assets Under Management
    $748M
    Client Accounts
    329
    Employees
    7
    CRD Number
    110876
    Registration
    SEC Registered
    Custodian
    National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Porter White Investment Advisors, Inc.

    Porter White Investment Advisors, Inc. offers wealth management, consulting, and financial planning services. Founded in 1975, it specializes in investment advisory, corporate finance, and public finance. The firm is based in Birmingham, Alabama, and serves clients across the United States.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Porter White Investment Advisors, Inc.

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Porter White Investment Advisors, Inc.'s AUM?

    Porter White Investment Advisors, Inc. reports approximately $748M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Porter White Investment Advisors, Inc. headquartered?

    Porter White Investment Advisors, Inc. is headquartered in Birmingham, Alabama.

    What is Porter White Investment Advisors, Inc.'s CRD number?

    Porter White Investment Advisors, Inc.'s CRD number is 110876. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Porter White Investment Advisors, Inc. manage?

    Porter White Investment Advisors, Inc. manages approximately 329 client accounts according to its latest SEC filing.

    Is Porter White Investment Advisors, Inc. SEC registered?

    Yes, Porter White Investment Advisors, Inc. is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Alabama

    Waverly Advisors, LLC
    Birmingham, AL · $29.8B AUM
    Highland Associates Inc
    Birmingham, AL · $21B AUM
    Regions Investment Management, Inc.
    Birmingham, AL · $20.1B AUM
    Aptus Capital Advisors, LLC
    Fairhope, AL · $14.1B AUM
    Harbert Fund Advisors, LLC
    Birmingham, AL · $7.8B AUM
    Rfg Advisory, LLC
    Vestavia Hills, AL · $6.8B AUM
    See all top RIA firms in Alabama →

    Research firms like Porter White Investment Advisors, Inc. at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial