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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-26-1995
- Office Locations
- 1
Office Locations
About Porter White Investment Advisors, Inc.
Porter White Investment Advisors is a Birmingham, Alabama RIA serving business owners, professionals, and families with financial planning and discretionary portfolio management, including portfolio construction, tax and estate/legacy planning, retirement plans, and charitable giving. The firm uses mutual funds and ETFs and supports both retail and institutional relationships, with custody through Fidelity/NFS. Team emphasizes long-tenured, trust-based advice and community nonprofit board service.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GOODLOE HERR WHITE
Chief Compliance Officer, President
- CRD
- #2929235
- Ownership
- Less than 5%
JAMES HERBERT WHITE III
Chairman, Chairman Of The Board
- CRD
- #465104
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Anna-Lena Kanter
--
- CRD
- #8303095
MICHAEL CHRISTOPHER STONE
Managing Director
- CRD
- #5894468
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $734,390,859 | $2,376,669 |
| Non-Discretionary | $13,819,315 | $690,966 |
| Total | $748,210,174 | $2,274,195 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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