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PORTER WHITE INVESTMENT ADVISORS, INC.

BIRMINGHAM, AL · CRD 110876 · IAPD ↗ · pwco.com · 205-252-3681

$748.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
March 2026 — PORTER WHITE INVESTMENT ADVISORS, INC. reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
53
April 2025 — PORTER WHITE INVESTMENT ADVISORS, INC. shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.