Data / Investment advisers / Alabama / Porter White Investment Advisors, Inc.
Porter White Investment Advisors, Inc., Birmingham, AL: $748 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Porter White Investment Advisors, Inc. is an SEC registered investment adviser with its main office in Birmingham, Alabama and reports $748 million in regulatory assets under management in its Form ADV filed April 10, 2026. Its clients include high net worth individuals, charitable organizations and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Porter White Investment Advisors, Inc. (CRD number 110876): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 110876
- SEC file number
- 801-48755
- SEC status
- Approved, effective May 12, 2005
- Main office
- 1927 1st Avenue North 10th Floor, Birmingham, AL 35203
- Phone
- (205) 252-3681
- Website
- pwco.com
- Regulatory AUM
- $748,210,174 in the Form ADV filed April 10, 2026
- Discretionary AUM
- $734,390,859
- Non discretionary AUM
- $13,819,315
- Accounts
- 329
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $504.3 million |
| Charitable organizations | 12 | $127.8 million |
| Pension and profit sharing plans | 8 | $98.6 million |
| Corporations or other businesses | 4 | $16.1 million |
| Individuals (other than high net worth individuals) | 10 | $1.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $748.2 million | February 26, 2026 |
| December 1, 2025 | $712.1 million | March 14, 2025 |
Other advisers in Birmingham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oakworth Asset Management, LLC | Birmingham | $846.3 million | Not listed | adviserinfo.sec.gov |
| Mayfair Advisory Group, LLC | Birmingham | $806.4 million | Not listed | adviserinfo.sec.gov |
| Park Lane Advisors, LLC | Birmingham | $799 million | 3 | adviserinfo.sec.gov |
| BHK Investment Advisors | Birmingham | $794.1 million | Not listed | adviserinfo.sec.gov |
| Meld Financial, Inc. | Birmingham | $776.4 million | Not listed | adviserinfo.sec.gov |
| BMSS Wesson Wealth Solutions | Birmingham | $704 million | Not listed | adviserinfo.sec.gov |
| Fairvoy Private Wealth, LLC | Birmingham | $605.1 million | Not listed | adviserinfo.sec.gov |
| Mainsail Asset Management, LLC | Birmingham | $598.8 million | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Birmingham, AL
- Investment advisers in Alabama
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Porter White Investment Advisors, Inc. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.