SourcingSourcing

PORTER WHITE INVESTMENT ADVISORS, INC.

C36
CRD 110876·SEC 801-48755·BIRMINGHAM, AL
AUM
$748.2M
$500M-$1B
Est. Revenue
$7.5M
@ 1% on AUM
Est. EBITDA
$2.2M
@ 30% margin
Est. Deal Value
$18.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PORTER WHITE INVESTMENT ADVISORS, INC.
CRD
110876
SEC file #
801-48755
EIN
630958392
DBA names
—

Economics

AUM
$748.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$474.4M → $748.2M▲ +58%
Client mix
Individuals High Net Worth80
Charitable Organizations12
Individuals Other10
Pension Profit Sharing Plans8
Corporations4

Operations

Employees (total)
7
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/10/2026
ADV-W filed at
—
Website
pwco.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PORTER WHITE COMPANIES, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
PORTER WHITE COMPANIES, INC.
WHITE, GOODLOE, HERR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PWCO.COM
Rdap Domain Creation Date
1997-01-24T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001612457
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2025-05-30
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001172661-26-001742

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
E*trade4
Fidelity2
Edgar Addresses
Mailing
1927 1ST AVE N, 10TH FLBIRMINGHAM, AL 35203
Business
1927 1ST AVE N, 10TH FLBIRMINGHAM, AL 35203
Edgar EIN
630958392
Edgar Recent Filings
13F-HR2026-05-13 · 0001172661-26-001742
13F-HR2026-01-29 · 0001172661-26-000377
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2031-01-25T05:00:00Z
Rdap Domain Last Changed
2026-01-09T20:33:43Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
WHITE, GOODLOE, HERR
IAR · Executive Officer · 2.5%
2929235
WHITE, JAMES, HERBERT
IAR · Executive Officer · 2.5%
465104
Ross Poteat Walker
IAR
7324039
MICHAEL CHRISTOPHER STONE
IAR
5894468