# PORTER WHITE INVESTMENT ADVISORS, INC.

PORTER WHITE INVESTMENT ADVISORS, INC. of BIRMINGHAM, AL is an SEC-registered investment adviser.

## Registration

- CRD: 110876
- Type: SEC-registered investment adviser
- SEC file number: 801-48755
- Location: 1927 1ST AVENUE NORTH, 10TH FLOOR, BIRMINGHAM, AL, 35203-4103
- Phone: 205-252-3681
- Latest filing: 2026-04-10
- Regulatory AUM: $748.2M
- Discretionary AUM: $734.4M
- Non-discretionary AUM: $13.8M
- Clients: 7
- Accounts: 329

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| James Herbert White | CHAIRMAN OF THE BOARD; STOCKHOLDER | — |
| Goodloe Herr White | PRESIDENT AND CCO | — |
| WHITE JAMES HERBERT | CHAIRMAN OF THE BOARD; CHAIRMAN OF THE BOARD, CHIEF COMPLIANCE OFFICER; CHARIMAN OF THE BOARD, CHIEF COMPLIANCE OFFICER (+5 more) | — |
| PERCY DWIGHT VINCENT | VICE PRESIDENT, TREASURER | — |
| WHITE GOODLOE HERR | PRESIDENT; PRESIDENT AND CCO | — |
| COSTENBADER WALTER RUSSELL | CCO | — |
| PORTER CHARLES KENNEDY | EXECUTIVE VICE PRESIDENT | — |
| LAVENDER KATHRYN CANNON | CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/110876/brochure
- Similar advisers: https://search.stillhousedata.com/firm/110876/similar
- Related entities: https://search.stillhousedata.com/firm/110876/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/110876

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.