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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-18-2018
- Office Locations
- 2
Office Locations
About White Mcgowan
White McGowan is an RIA providing comprehensive financial planning and investment management for physicians and dentists, with offices in Little Rock and San Antonio. The team emphasizes disciplined asset allocation and risk management using public funds, mutual funds, and ETFs, and supports clients with tax, estate, and insurance planning. Founded by a physician-turned-advisor and featured on outlets like Medscape and KevinMD; custodies at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 132 clients, or 66 clients per representative. That equates to $568.4K in reported AUM per client.
The profile lists 2 reported office locations and 7 years in operation. The source data was last updated on March 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
MATTHEW LEON WHITE
Chief Compliance Officer, Managing Member, Senior Vice President
- CRD
- #5365185
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM BLAKE MCGOWAN
Insurance Broker
- CRD
- #6385231
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,032,809 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,032,809 | -- |
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Separately Managed Accounts
SMA allocation detail is available
White Mcgowan has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.