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| Happy Holidays!! thanks for using AUM13F!! |
| Porter White Investment Advisors Inc
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| CRD # | 110876 |
| SEC # | 801-48755 |
| CIK # | 0001612457 |
| AUM | $712.1 M (2025-03-14) |
| Employees | 7 (86% Investors, 14% Brokers) |
| Phone | 205-252-3681 |
| Address | 1927 1st Avenue North Birmingham, AL 35203-4103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 1.9 |
| (b) Individuals (high net worth individuals) | 80 | 440.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 95.3 |
| (h) Charitable organizations | 12 | 162.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 12.7 |
| (n) Other | 0 | 0.0 |
| Total | 321 | 712.1 |
| By Discretionary | ||
| Discretionary | 313 | 704.0 |
| Non-Discretionary | 8 | 8.1 |
| Total | 321 | 712.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 711.3 | |
| Total | 321 | 712.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001612457] |
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|---|---|---|
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Whitaker-Myers Wealth Managers Ltd
✚
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OH | 0.7 |
|
Advisors Management Group Inc
✚
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WI | 0.7 |
|
Barry Investment Advisors LLC
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MA | 0.7 |
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Trifecta Capital Advisors LLC
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IL | 0.7 |
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Retirement Fund Management LLC
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GA | 0.7 |
|
Market Street Wealth Management Advisors LLC
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Granite Group Advisors LLC
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CT | 0.7 |
|
North Berkeley Wealth Management LLC
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|
CA | 0.7 |
|
BNC Wealth Management LLC
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|
OR | 0.7 |
|
The Capital Management Corporation
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|
VA | 0.7 |