Porter White Investment Advisors, Inc.
SEC RegisteredProviding Expert Advice and Guidance Since 1975
About the firm
Porter White & Company traces its roots to January 1975, when Jim White founded 'White & Company' to focus on municipal and middle market corporate finance. The firm has evolved from a municipal bond advisory and underwriting focus to one that helps clients address a broad range of complex financial problems as well as manage and invest capital.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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.
Who they serve
Businesses and professionals, nonprofits and governments (including higher education, government, and not-for-profit entities), and individuals and families.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management - First $2M | 1.00% |
| Wealth Management - Next $3M | 0.60% |
| Wealth Management - Next $5M | 0.50% |
| Wealth Management - Next $5M | 0.40% |
| Wealth Management - Over $15M | 0.30% |
| Institutional/Retirement - First $1M | 0.95% |
| Institutional/Retirement - Next $4M | 0.50% |
| Institutional/Retirement - Next $5M | 0.40% |
| Institutional/Retirement - Next $5M | 0.30% |
| Institutional/Retirement - Over $15M | 0.20% |
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Porter White Investment Advisors, Inc. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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