Porter White Investment Advisors, Inc.
- Regulatory AUM
- $748M
- Discretionary
- $734M
- Clients
- 114
- Avg AUM / client
- $6.6M
- Accounts
- 329
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 10, 2026
Investments (13F portfolio — 40 positions, $259,741,357)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Dimensional Etf Trust | US COR EQU 2 ETF | $93,199,174 | 2,100,973 | 35.9% | 12.5% |
| 2 | Dimensional Etf Trust | US MKTWIDE VALUE | $48,783,198 | 886,806 | 18.8% | 6.52% |
| 3 | American Centy Etf Tr | US SML CP VALU | $15,586,930 | 124,935 | 6.0% | 2.08% |
| 4 | Dimensional Etf Trust | WORLD EX US CORE | $10,964,779 | 297,632 | 4.22% | 1.47% |
| 5 | American Centy Etf Tr | INTL SMCP VLU | $10,094,377 | 97,956 | 3.89% | 1.35% |
| 6 | Dimensional Etf Trust | NATL MUN BD ETF | $8,535,506 | 176,591 | 3.29% | 1.14% |
| 7 | Dimensional Etf Trust | INTL CORE EQUITY | $6,049,276 | 162,353 | 2.33% | 0.81% |
| 8 | Dimensional Etf Trust | US TARGETED VLU | $5,706,582 | 81,639 | 2.2% | 0.76% |
| 9 | Vanguard World Fd | UTILITIES ETF | $5,543,753 | 28,323 | 2.13% | 0.74% |
| 10 | Dimensional Etf Trust | CORE FIXE IN ETF | $5,382,906 | 127,527 | 2.07% | 0.72% |
| 11 | Dimensional Etf Trust | INTERNATNAL VAL | $5,119,467 | 94,770 | 1.97% | 0.68% |
| 12 | Dimensional Etf Trust | EMERGING MKTS CO | $4,855,621 | 119,479 | 1.87% | 0.65% |
| 13 | Dimensional Etf Trust | INTL COR FIX ETF | $4,214,803 | 78,642 | 1.62% | 0.56% |
| 14 | Dimensional Etf Trust | SHOR DUR FIX ETF | $4,061,464 | 85,057 | 1.56% | 0.54% |
| 15 | Dimensional Etf Trust | INFLATION PROTE | $4,026,278 | 97,595 | 1.55% | 0.54% |
| 16 | Dimensional Etf Trust | GLOBAL REAL EST | $2,971,228 | 102,562 | 1.14% | 0.4% |
| 17 | Dimensional Etf Trust | US LARG VALU ETF | $2,614,561 | 66,124 | 1.01% | 0.35% |
| 18 | Dimensional Etf Trust | EMGR CRE EQT MNG | $2,405,937 | 59,834 | 0.93% | 0.32% |
| 19 | American Centy Etf Tr | US LARGE CAP VLU | $1,856,762 | 20,357 | 0.71% | 0.25% |
| 20 | Dimensional Etf Trust | US SMALL CAP ETF | $1,670,207 | 43,058 | 0.64% | 0.22% |
| 21 | American Centy Etf Tr | US EQT ETF | $1,522,615 | 11,888 | 0.59% | 0.2% |
| 22 | Dimensional Etf Trust | EMERGING MKTS VA | $1,449,765 | 33,979 | 0.56% | 0.19% |
| 23 | Dimensional Etf Trust | GLOBAL CR ETF | $1,373,286 | 25,120 | 0.53% | 0.18% |
| 24 | Dimensional Etf Trust | US REAL ESTA ETF | $1,244,244 | 47,563 | 0.48% | 0.17% |
| 25 | Stone Ridge Tr | LIFEX 2065 INF | $1,232,828 | 4,424 | 0.47% | 0.16% |
Top 25 of 40 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $1.5M | 0.2% |
| High net worth individuals | 80 | $504M | 67.4% |
| Pension and profit sharing plans | 8 | $98.6M | 13.2% |
| Charitable organizations | 12 | $128M | 17.1% |
| Corporations and other businesses | 4 | $16.1M | 2.15% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Herbert White | Chairman Of The Board | May 1984 (42y) | ≈ 56.25% – 100% via Porter White Companies, Inc. | |
| Goodloe Herr White | President And Cco | CFA | Mar 2004 (22y) | Less than 5% |
| Michael Christopher Stone | Registered representative | CFA | Sep 2011 (15y) | |
| Ross Poteat Walker | Registered representative | Apr 2021 (5y) | ||
| Anna Lena Kanter | Registered representative | CFP | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Porter White Companies, Inc. | Corporation | May 1984 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- James Herbert White: 75% – 100% of Porter White Companies, Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/10/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- National Financial Services (Fidelity) $748M (100% of AUM) Apr 2026
- Regions Bank $59.0M (12% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 10, 2026.
View current Form ADV (SEC/IAPD) ↗