PHILLIP B. WHITE CO., INC

Legal name: PHILLIP B. WHITE CO., INC.

CRD 300623File 801-114890

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$318.7M

Below cohort median (national)

Discretionary AUM

$318.7M

Clients

246

587 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: LARO
Registration date: Mar 27, 2019
Principal office: 11573 LOS OSOS VALLEY ROAD, SUITE D, SAN LUIS OBISPO, CA, 93405
Phone: 925-736-2108
Website: https://www.pbwhite.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $318.7M
Discretionary AUM: $318.7M
Non-discretionary AUM: $0
Discretionary accounts: 587
Non-discretionary accounts: 0
Total accounts: 587
AUM per client: $1.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$848K
High net worth individuals	103	$252.8M
Pension and profit sharing plans	Fewer than 5	$9.3M
Individuals (other than high net worth individuals)	140	$55.7M

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 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.