PHILLIP B. WHITE CO., INC.

PHILLIP B. WHITE CO., INC. of SAN LUIS OBISPO, CA is an SEC-registered investment adviser (CRD 300623). Regulatory assets under management: $318.7M.

Registration

• CRD: 300623
• SEC file number: 801-114890
• Type: Registered investment adviser
• Location: 11573 LOS OSOS VALLEY ROAD, SUITE D, SAN LUIS OBISPO, CA, 93405
• Phone: 925-736-2108
• Latest filing: 2026-03-31
• Regulatory AUM: $318.7M
• Discretionary AUM: $318.7M
• Clients: 2
• Accounts: 587

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300623 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search