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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PORTER WHITE INVESTMENT ADVISORS, INC.

CRD 110876

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c923b1a9-c6b0-7ac9-70ad-d9aeb4473ccf

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 6
On other graphs: 0
Observed: Feb 8, 2012 to Apr 10, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.68 fund_share=0.0 institutional_share=0.3 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $748MItem 5.F on the latest filing (2026-04-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $734M
Private client RAUM: $506MderivedItem 5.D individuals plus high net worth individuals
Private client share: 68%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $150Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 329
Individual clients: 10
High net worth clients: 80
SEC number: 801-48755
CIK: 1612457
CRD: 110876
Filings on the tape: 36
First filed: Feb 8, 2012
Latest filed: Apr 10, 2026
Organised: Corporation, DE
Website: pwco.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES HERBERT WHITE	n/a	BIRMINGHAM, AL	30	47	n/a	no
GOODLOE HERR WHITE	Chartered Financial Analyst	BIRMINGHAM, AL	22	24	n/a	no
MICHAEL CHRISTOPHER STONE	Chartered Financial Analyst	BIRMINGHAM, AL	14	15	n/a	yes
Ross Poteat Walker	n/a	BIRMINGHAM, AL	5	10	n/a	no
Anna-Lena Kanter	Certified Financial Planner	BIRMINGHAM, AL	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PORTER WHITE COMPANIES, INC.	Corporation	E	yes	05/1984	Feb 8, 2012	Dec 23, 2024
WHITE, GOODLOE, HERR	PRESIDENT AND CCO	Na	yes	07/2009	Feb 8, 2012	Dec 23, 2024
WHITE, JAMES, HERBERT	Stockholder	E	yes	05/1984	Feb 8, 2012	Dec 23, 2024
WHITE, JAMES, HERBERT	CHAIRMAN OF THE BOARD	Na	yes	07/2009	Feb 8, 2012	Dec 23, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JAMES H. WHITE III	n/a	n/a	n/a	N	yes	n/a
PORTER, WHITE & COMPANY, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 10, 2026	$748M	$734M	7	5	0	n/a	n/a
2024	Mar 14, 2025	$712M	$704M	7	6	0	n/a	n/a
2023	Mar 13, 2024	$707M	$698M	8	8	0	n/a	n/a
2022	Mar 31, 2023	$641M	$638M	9	9	0	n/a	n/a
2021	Mar 22, 2022	$633M	$546M	8	8	0	n/a	n/a
2020	Mar 16, 2021	$517M	$443M	10	7	0	n/a	n/a
2019	Mar 17, 2020	$484M	$424M	11	8	0	n/a	n/a
2018	Mar 19, 2019	$474M	$428M	10	5	0	n/a	n/a
2017	Mar 8, 2018	$536M	$490M	8	4	0	n/a	n/a
2016	Mar 7, 2017	$399M	$362M	8	4	n/a	n/a	n/a
2015	Mar 22, 2016	$346M	$313M	8	7	n/a	n/a	n/a
2014	Mar 6, 2015	$328M	$296M	7	7	n/a	n/a	n/a
2013	Feb 28, 2014	$276M	$236M	9	8	n/a	n/a	n/a
2012	Feb 20, 2013	$226M	$226M	7	6	n/a	n/a	n/a
2011	Feb 8, 2012	$183M	$183M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$748M	$712M	5.1%	$641M	5.3%	7	7	0	0

Relationships

Registered with (10)

← Anna-Lena KanterAdvisorregistration: current employment
Jul 10, 2026 to presentfactForm ADV
← Ross Poteat WalkerAdvisorregistration: current employment
Apr 6, 2021 to presentfactForm ADV
← MICHAEL CHRISTOPHER STONEAdvisorregistration: current employment
Sep 23, 2011 to presentfactForm ADV
← GOODLOE HERR WHITEAdvisorregistration: current employment
Mar 23, 2004 to presentfactForm ADV
← JAMES HERBERT WHITEAdvisorregistration: current employment
Sep 26, 1995 to presentfactForm ADV
← EMMA W KAHALLEYAdvisorregistration: previous registration
Sep 20, 2022 to Jul 25, 2024factForm ADV
← Michael BlairAdvisorregistration: previous registration
Aug 4, 2016 to Feb 13, 2024factForm ADV
← MARY MEADOWS LIVINGSTONAdvisorregistration: previous registration
Sep 5, 2011 to Oct 6, 2020factForm ADV
← CARL JOHAN GRAHSAdvisorregistration: previous registration
Apr 8, 2005 to Jan 21, 2011factForm ADV
← BENJAMIN HANSON SLAUGHTERAdvisorregistration: previous registration
Mar 8, 2005 to May 22, 2006factForm ADV

Controls (3)

← WHITE, GOODLOE, HERROwnerPRESIDENT AND CCO, ownership code NA, individual
Feb 8, 2012 to Dec 23, 2024factForm ADV
← WHITE, JAMES, HERBERTOwnerSTOCKHOLDER, ownership code E, individual
Feb 8, 2012 to Dec 23, 2024factForm ADV
← PORTER WHITE COMPANIES, INC.OwnerCORPORATION, ownership code E, domestic entity
Feb 8, 2012 to Dec 23, 2024factForm ADV

Dated events

Occurred
Dec 23, 2024
Control person left
Kennedy Charles Porter (Executive Vice President) no longer on Schedule A of Porter White Investment Advisors, Inc. (listed 2024-07-19, absent 2024-12-23)
Form ADVobserved 6 days ago
Occurred
Jul 25, 2024
Advisor changed firm
Emma W Kahalley left Porter White Investment Advisors, Inc. for Morgan Stanley (registered 2024-10-31)
Form ADVobserved 6 days ago
Occurred
Feb 13, 2024
Advisor changed firm
Michael Blair left Porter White Investment Advisors, Inc. for Bhk Investment Advisors (registered 2024-03-06)
Form ADVobserved 6 days ago
Occurred
Oct 2, 2023
Control person left
Cannon Kathryn Lavender (Chief Financial Officer) no longer on Schedule A of Porter White Investment Advisors, Inc. (listed 2023-08-30, absent 2023-10-02)
Form ADVobserved 6 days ago
Occurred
Mar 17, 2020
Control person joined
Cannon Kathryn Lavender (Chief Financial Officer) appeared on Schedule A of Porter White Investment Advisors, Inc.
Form ADVobserved 6 days ago
Occurred
Mar 8, 2018
Regulatory AUM changed
Porter White Investment Advisors, Inc. reported RAUM $536.0M, up 34% from $399.0M (2017-09-29 to 2018-03-08)
Form ADVobserved 6 days ago
$137M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c923b1a9-c6b0-7ac9-70ad-d9aeb4473ccf
First observed: Feb 8, 2012
Last observed: Apr 10, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PORTER WHITE INVESTMENT ADVISORS, INC.

CRD 110876

BIRMINGHAM, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c923b1a9-c6b0-7ac9-70ad-d9aeb4473ccf

Data as of Apr 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES HERBERT WHITE

n/a

BIRMINGHAM, AL

n/a

GOODLOE HERR WHITE

Chartered Financial Analyst

BIRMINGHAM, AL

n/a

MICHAEL CHRISTOPHER STONE

Chartered Financial Analyst

BIRMINGHAM, AL

n/a

yes

Ross Poteat Walker

n/a

BIRMINGHAM, AL

n/a

Anna-Lena Kanter

Certified Financial Planner

BIRMINGHAM, AL

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PORTER WHITE COMPANIES, INC.

Corporation

yes

05/1984

Feb 8, 2012

Dec 23, 2024

WHITE, GOODLOE, HERR

PRESIDENT AND CCO

yes

07/2009

Feb 8, 2012

Dec 23, 2024

WHITE, JAMES, HERBERT

Stockholder

yes

05/1984

Feb 8, 2012

Dec 23, 2024

WHITE, JAMES, HERBERT

CHAIRMAN OF THE BOARD

yes

07/2009

Feb 8, 2012

Dec 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JAMES H. WHITE III

n/a

yes

n/a

PORTER, WHITE & COMPANY, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 10, 2026

$748M

$734M

n/a

2024

Mar 14, 2025

$712M

$704M

n/a

2023

Mar 13, 2024

$707M

$698M

n/a

2022

Mar 31, 2023

$641M

$638M

n/a

2021

Mar 22, 2022

$633M

$546M

n/a

2020

Mar 16, 2021

$517M

$443M

n/a

2019

Mar 17, 2020

$484M

$424M

n/a

2018

Mar 19, 2019

$474M

$428M

n/a

2017

Mar 8, 2018

$536M

$490M

n/a

2016

Mar 7, 2017

$399M

$362M

n/a

2015

Mar 22, 2016

$346M

$313M

n/a

2014

Mar 6, 2015

$328M

$296M

n/a

2013

Feb 28, 2014

$276M

$236M

n/a

2012

Feb 20, 2013

$226M

n/a

2011

Feb 8, 2012

$183M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$748M

$712M

5.1%

$641M

5.3%