SourcingSourcing

PHILLIP B. WHITE CO., INC.

B64
CRD 300623·SEC 801-114890·SAN LUIS OBISPO, CA
AUM
$318.7M
$100M-$500M
Est. Revenue
$3.2M
@ 1% on AUM
Est. EBITDA
$956K
@ 30% margin
Est. Deal Value
$7.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PHILLIP B. WHITE CO., INC.
CRD
300623
SEC file #
801-114890
EIN
—
DBA names
Phillip B. White Co., Inc

Economics

AUM
$318.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$204.0M → $318.7M▲ +56%
Client mix
Individuals Other140
Individuals High Net Worth103
Pension Profit Sharing Plans2
Corporations1

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
3 advisors → 2 advisors▼ -33%
Primary office
SAN LUIS OBISPO CA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
pbwhite.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITE, BRUCE, DAVID
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WHITE, BRUCE, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PBWHITE.COM
Rdap Domain Creation Date
1999-11-22T20:37:14Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Wild West Domains, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3109
Soi Zip Pct 200k Plus
0.1244
Soi Zip Returns 200k Plus
980
Soi Zip Total AGI
830,060
Fdic Zip Total Deposits
4,516,320,000
Fdic Zip Branch Count
82
Fdic Zip Top Banks
Rabobank, National Association
JPMorgan Chase Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
Great Western Bank, A FSBSan Luis Obispo, CA
La Cumbre Savings BankSan Luis Obispo, CA
Fdic Zip HHI
1983.78
Fdic Zip Top Bank Share Pct
38.42
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-11-22T20:37:14Z
Rdap Domain Last Changed
2024-10-04T20:34:52Z
Rdap Nameservers
Ns13.domaincontrol.comNs14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,591
Returns2,250
Stub 2
AGI54,492
Returns1,490
Stub 3
AGI60,614
Returns980
Soi Zip Total Business Income
29,890
Soi Zip Total Cap Gains
72,532
Soi Zip Total Dividends
28,625
Soi Zip Total Returns
7,880
Top Owner CRD
732362
Trust Company Affiliate
No

People (2)

2
WHITE, BRUCE, DAVID
IAR · Direct Owner · 87.5%
732362
ZACHARY JOSEPH WHITE
IAR
6339910