{"url":"https://nivawealth.com/firms/porter-white-investment-advisors-110876","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/110876","regulatoryAum":748210174,"crd":"110876","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8303095","suffix":null,"lastName":"Kanter","firstName":"Anna-Lena","middleName":null},{"crd":"5894468","suffix":null,"lastName":"STONE","firstName":"MICHAEL","middleName":"CHRISTOPHER"},{"crd":"7324039","suffix":null,"lastName":"Walker","firstName":"Ross","middleName":"Poteat"},{"crd":"2929235","suffix":null,"lastName":"WHITE","firstName":"GOODLOE","middleName":"HERR"},{"crd":"465104","suffix":"III","lastName":"WHITE","firstName":"JAMES","middleName":"HERBERT"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-13","regulatoryAum":517210258,"clients":107,"employees":10,"offices":1},{"filedOn":"2022-03-22","regulatoryAum":632917434,"clients":114,"employees":8,"offices":1},{"filedOn":"2023-03-31","regulatoryAum":640659372,"clients":117,"employees":9,"offices":1},{"filedOn":"2024-07-19","regulatoryAum":707318928,"clients":121,"employees":8,"offices":1},{"filedOn":"2025-03-14","regulatoryAum":712125120,"clients":119,"employees":7,"offices":1},{"filedOn":"2026-04-10","regulatoryAum":748210174,"clients":114,"employees":7,"offices":1}],"secFileNumber":"801-48755","legalName":"Porter 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services.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041052","versionId":1041052,"submittedOn":"2026-04-10","documentName":"PORTER WHITE INVESTMENT ADVISORS INC ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:13:13.808034+00:00","documents":[{"name":"PORTER WHITE INVESTMENT ADVISORS INC ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041052","versionId":1041052,"submittedOn":"2026-04-10"}]},"custodians":[{"name":"National Financial Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":748210174}],"custodyNote":"Porter White Investment Advisors does not have custody of client assets.","leadership":[{"name":"Goodloe White","title":"President and CCO","crd":"2929235"},{"name":"James White","title":"Chairman of the Board","crd":"465104"}],"ownership":[{"label":"Porter White Companies, Inc.","detail":"Corporation in the 75% or more ownership band and a control person, since May 1984."},{"label":"James White","detail":"Indirect owner: a stockholder of Porter White Companies, Inc. in the 25% to 50% band and a control person, since May 1984.","parent":"Porter White Companies, Inc."},{"label":"Goodloe White","detail":"Indirect owner: a president and cco of Porter White Companies, Inc. in the 25% to 50% band and a control person, since January 2024.","parent":"Porter White Companies, Inc."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Alabama","offices":1,"addresses":[{"street":"1927 1st Avenue North, 10th Floor","city":"Birmingham","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"205-252-3681","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly 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They include 80 high-net-worth individuals, 12 charitable organizations and 10 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Porter White Investment Advisors offer?","answer":"Porter White Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Porter White Investment Advisors charge?","answer":"Porter White Investment Advisors charges 0.30%–1.00% a year for its Wealth Management Fee Schedule. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $8,000 annual minimum.","source":"PORTER WHITE INVESTMENT ADVISORS INC ADV PART 2A, filed 10 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Porter White Investment Advisors use?","answer":"Porter White Investment Advisors’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $748M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Porter White Investment Advisors have?","answer":"Porter White Investment Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Porter White Investment Advisors invest in?","answer":"At the end of its last fiscal year, Porter White Investment Advisors’ separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 5% cash and equivalents, 1% exchange-traded equities, 1% U.S. government and agency bonds and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Porter White Investment Advisors?","answer":"Porter White Investment Advisors is owned through a holding company by James and Goodloe White. Its direct owner is Porter White Companies, Inc. (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Porter White Investment Advisors get paid?","answer":"Porter White Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Porter White Investment Advisors registered with the SEC?","answer":"Yes, Porter White Investment Advisors has been registered with the SEC as an investment adviser since 12 May 2005. Its CRD number is 110876 and its SEC file number is 801-48755.","source":"Form ADV Part 1A, Item 1, filed 10 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Porter White Investment Advisors?","answer":"Porter White Investment Advisors’ main office is at 1927 1st Avenue North, 10th Floor, Birmingham, AL 35203-4103. Its phone number is 205-252-3681. Its website is pwco.com.","source":"Form ADV Part 1A, Item 1.F, filed 10 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/porter-white-investment-advisors-110876/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-16","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1612457/000117266126002642/0001172661-26-002642-index.html","totalValue":259741357,"positionCount":40,"top10Share":0.8079055388934462,"top10":[{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US COR EQU 2 ETF","cusip":"25434V708","value":93199174,"shares":2100973,"shareType":"SH","priorValue":94804585,"priorShares":2439644},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"US MKTWIDE VALUE","cusip":"25434V724","value":48783198,"shares":886806,"shareType":"SH","priorValue":47391127,"priorShares":977943},{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"US SML CP 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}