PORTER WHITE INVESTMENT ADVISORS, INC.

BIRMINGHAM, Alabama·4 registered advisors·CRD# 110876

SEC# 801-487550205-252-3681

01

Firm Overview

AUM

$707M

Regulatory assets under management

Employees

8

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PORTER WHITE INVESTMENT ADVISORS, INC.

4 registered advisors

Charles Kennedy Porter

BIRMINGHAM, Alabama

Goodloe Herr White

BIRMINGHAM, Alabama

James Herbert White

BIRMINGHAM, Alabama

Kathryn Cannon Lavender

BIRMINGHAM, Alabama

05

Office Locations

BIRMINGHAM, Alabama

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Data sourced from SEC Form ADV filings. PORTER WHITE INVESTMENT ADVISORS, INC. (CRD# 110876) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.