PORTER WHITE INVESTMENT ADVISORS, INC.
CRD #110876 SEC #801-48755 BIRMINGHAM, AL 205-252-3681
SEC Registered
Total AUM
$712.1M
Discretionary
$704M
Employees
7
Clients
0
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $712.1M | $704M | $8.1M | 7 | 0 |
| Dec 2024 | $707.3M | $697.5M | $9.8M | 8 | 0 |
| Jul 2024 | $707.3M | $697.5M | $9.8M | 8 | 0 |
| Mar 2024 | $707.3M | $697.5M | $9.8M | 8 | 0 |
| Oct 2023 | $640.7M | $638.4M | $2.2M | 9 | 0 |
| Oct 2023 | $640.7M | $638.4M | $2.2M | 9 | 0 |
| Aug 2023 | $640.7M | $638.4M | $2.2M | 9 | 0 |
| Mar 2023 | $640.7M | $638.4M | $2.2M | 9 | 0 |
| Mar 2022 | $632.9M | $545.7M | $87.2M | 8 | 0 |
| Nov 2021 | $517.2M | $442.8M | $74.5M | 10 | 107 |
| Apr 2021 | $517.2M | $442.8M | $74.5M | 10 | 107 |
| Mar 2021 | $517.2M | $442.8M | $74.5M | 10 | 107 |
| Jun 2020 | $484.3M | $423.9M | $60.5M | 11 | 106 |
| Mar 2020 | $484.3M | $423.9M | $60.5M | 11 | 106 |
| Mar 2019 | $474.4M | $428.1M | $46.3M | 10 | 103 |
| Mar 2018 | $536M | $489.6M | $46.4M | 8 | 0 |
| Sep 2017 | $399M | $362.3M | $36.7M | 8 | 26 |
| Sep 2017 | $399M | $362.3M | $36.7M | 8 | 26 |
| Jun 2017 | $399M | $362.3M | $36.7M | 8 | 26 |
| May 2017 | $399M | $362.3M | $36.7M | 8 | 26 |
| Apr 2017 | $399M | $362.3M | $36.7M | 8 | 26 |
| Mar 2017 | $399M | $362.3M | $36.7M | 8 | 26 |
| Mar 2016 | $345.7M | $312.9M | $32.8M | 8 | 215 |
| Mar 2015 | $327.7M | $295.5M | $32.2M | 7 | 190 |
| Oct 2014 | $319.4M | $286.7M | $32.7M | 8 | 26 |
| Oct 2014 | $319.4M | $286.7M | $32.7M | 8 | 26 |
| Mar 2014 | $276.2M | $236M | $40.3M | 9 | 26 |
| Feb 2014 | $276.2M | $236M | $40.3M | 9 | 26 |
| Sep 2013 | $242.8M | $211.4M | $31.4M | 8 | 26 |
| Mar 2013 | $225.1M | $225.1M | $0 | 7 | 26 |
| Feb 2013 | $225.7M | $225.7M | $0 | 7 | 26 |
| Feb 2012 | $183.5M | $183.5M | $0 | 6 | 26 |
| Mar 2010 | $131.6M | $131.6M | $0 | 10 | -- |
| Jan 2010 | $131.6M | $131.6M | $0 | 10 | -- |
| Apr 2007 | $95M | $95M | $0 | 10 | -- |
| Feb 2005 | $50.6M | $50.6M | $0 | 10 | -- |
DateMar 2025
Total AUM$712.1M
Discretionary$704M
Non-Disc.$8.1M
Employees7
Clients0
DateDec 2024
Total AUM$707.3M
Discretionary$697.5M
Non-Disc.$9.8M
Employees8
Clients0
DateJul 2024
Total AUM$707.3M
Discretionary$697.5M
Non-Disc.$9.8M
Employees8
Clients0
DateMar 2024
Total AUM$707.3M
Discretionary$697.5M
Non-Disc.$9.8M
Employees8
Clients0
DateOct 2023
Total AUM$640.7M
Discretionary$638.4M
Non-Disc.$2.2M
Employees9
Clients0
DateOct 2023
Total AUM$640.7M
Discretionary$638.4M
Non-Disc.$2.2M
Employees9
Clients0
DateAug 2023
Total AUM$640.7M
Discretionary$638.4M
Non-Disc.$2.2M
Employees9
Clients0
DateMar 2023
Total AUM$640.7M
Discretionary$638.4M
Non-Disc.$2.2M
Employees9
Clients0
DateMar 2022
Total AUM$632.9M
Discretionary$545.7M
Non-Disc.$87.2M
Employees8
Clients0
DateNov 2021
Total AUM$517.2M
Discretionary$442.8M
Non-Disc.$74.5M
Employees10
Clients107
DateApr 2021
Total AUM$517.2M
Discretionary$442.8M
Non-Disc.$74.5M
Employees10
Clients107
DateMar 2021
Total AUM$517.2M
Discretionary$442.8M
Non-Disc.$74.5M
Employees10
Clients107
DateJun 2020
Total AUM$484.3M
Discretionary$423.9M
Non-Disc.$60.5M
Employees11
Clients106
DateMar 2020
Total AUM$484.3M
Discretionary$423.9M
Non-Disc.$60.5M
Employees11
Clients106
DateMar 2019
Total AUM$474.4M
Discretionary$428.1M
Non-Disc.$46.3M
Employees10
Clients103
DateMar 2018
Total AUM$536M
Discretionary$489.6M
Non-Disc.$46.4M
Employees8
Clients0
DateSep 2017
Total AUM$399M
Discretionary$362.3M
Non-Disc.$36.7M
Employees8
Clients26
DateSep 2017
Total AUM$399M
Discretionary$362.3M
Non-Disc.$36.7M
Employees8
Clients26
DateJun 2017
Total AUM$399M
Discretionary$362.3M
Non-Disc.$36.7M
Employees8
Clients26
DateMay 2017
Total AUM$399M
Discretionary$362.3M
Non-Disc.$36.7M
Employees8
Clients26
DateApr 2017
Total AUM$399M
Discretionary$362.3M
Non-Disc.$36.7M
Employees8
Clients26
DateMar 2017
Total AUM$399M
Discretionary$362.3M
Non-Disc.$36.7M
Employees8
Clients26
DateMar 2016
Total AUM$345.7M
Discretionary$312.9M
Non-Disc.$32.8M
Employees8
Clients215
DateMar 2015
Total AUM$327.7M
Discretionary$295.5M
Non-Disc.$32.2M
Employees7
Clients190
DateOct 2014
Total AUM$319.4M
Discretionary$286.7M
Non-Disc.$32.7M
Employees8
Clients26
DateOct 2014
Total AUM$319.4M
Discretionary$286.7M
Non-Disc.$32.7M
Employees8
Clients26
DateMar 2014
Total AUM$276.2M
Discretionary$236M
Non-Disc.$40.3M
Employees9
Clients26
DateFeb 2014
Total AUM$276.2M
Discretionary$236M
Non-Disc.$40.3M
Employees9
Clients26
DateSep 2013
Total AUM$242.8M
Discretionary$211.4M
Non-Disc.$31.4M
Employees8
Clients26
DateMar 2013
Total AUM$225.1M
Discretionary$225.1M
Non-Disc.$0
Employees7
Clients26
DateFeb 2013
Total AUM$225.7M
Discretionary$225.7M
Non-Disc.$0
Employees7
Clients26
DateFeb 2012
Total AUM$183.5M
Discretionary$183.5M
Non-Disc.$0
Employees6
Clients26
DateMar 2010
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2010
Total AUM$131.6M
Discretionary$131.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2007
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$50.6M
Discretionary$50.6M
Non-Disc.$0
Employees10
Clients--