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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.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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