Goodloe Herr White
Investment Adviser Representative at Porter White Investment Advisors, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Goodloe Herr White is an investment adviser representative with Porter White Investment Advisors, Inc. in Birmingham, AL, where they have been registered since 2004. They have worked in the securities industry since 2001 and have been registered with 5 firms, including Porter White Capital, LLC and Spearhead Capital, LLC. They have passed 9 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Alabama.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Alabama
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Porter, White & Company, Inc.Feb 2002 – no end date reportedBirmingham, AL
- Porter White Investment Advisors, Inc.Mar 2002 – no end date reportedBirmingham, AL
- Spearhead Capital, LLCSep 2015 – Jan 2018Birmingham, AL
- Porter White Capital, LLCDec 2017 – Aug 2023Birmingham, AL
- Porter White Capital Advisors, Inc.Feb 2002 – no end date reportedBirmingham, AL
- PW Management Co., Inc.Nov 2006 – no end date reportedBirmingham, AL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Porter White Investment Advisors, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- Wealth Management - First $2M1.00%
- Wealth Management - Next $3M0.60%
- Wealth Management - Next $5M0.50%
- Wealth Management - Next $5M0.40%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
The firm offers wealth management, investment management, investment consulting, municipal advisory, investment banking, M&A advisory, capital advisory, distressed situations advisory, community banking advisory, and valuation services. General advisory services are offered by Porter White Capital Advisors, Inc.; investment advisory services by Porter White Investment Advisors, Inc.; and municipal advisory services by Porter White & Company, Inc.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Birmingham, AL
- Founded:
- 1975
- SEC file number:
- 801-48755
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of April 10, 2026
View full firm profileOther advisors at Porter White Investment Advisors, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Goodloe Herr White has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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