PORTER WHITE INVESTMENT ADVISORS, INC.

CRD 110876File 801-48755

APPROVED

Retail clients

Filing as of Apr 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$748.2M

Above cohort median (national)

Discretionary AUM

$734.4M

Non-discretionary $13.8M

Clients

114

329 accounts

Employees

Above cohort median in AL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: May 12, 2005
Principal office: 1927 1ST AVENUE NORTH, 10TH FLOOR, BIRMINGHAM, AL, 35203-4103
Phone: 205-252-3681
Website: HTTP://WWW.PWCO.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $748.2M
Discretionary AUM: $734.4M
Non-discretionary AUM: $13.8M
Discretionary accounts: 309
Non-discretionary accounts: 20
Total accounts: 329
AUM per client: $6.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	4	$16.1M
Charitable organizations	12	$127.8M
High net worth individuals	80	$504.3M
Pension and profit sharing plans	8	$98.6M
Individuals (other than high net worth individuals)	10	$1.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.