Porter White Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated April 10, 2026, reports $748M in regulatory assets under management, 7 employees, and 329 accounts.
Assets Under Management
$748M
Employees
7
Offices
--
Total Clients
114
Primary office
BIRMINGHAM, AL
1927 1ST AVENUE NORTH, 10TH FLOOR, BIRMINGHAM, AL, United States
Top client segmentHNWI represent 70.2% of total clients.
Top client categories% of clientsClients
1
HNWI
70.2%
80
2
Charitable
10.5%
12
3
Individuals
8.8%
10
4
Pension Plans
7.0%
8
5
Corporations
3.5%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$748Mas of April 10, 2026
Discretionary98.2%
$734M
98% of total RAUM98.2%
Non-discretionary1.8%
$14M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$748M
Total Accounts329
10Y AUM Change+$349M (+87.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee16:1
10Y Employee Change-1 (-12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.