James White
Porter White Investment Advisors · Birmingham, Alabama
James White is a fee-only financial advisor at Porter White Investment Advisors in Birmingham, Alabama. Porter White Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Porter White Investment Advisors |
|---|---|
| Based in | Birmingham, Alabama |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $748.2M across 329 accounts |
| SEC registration | Investment adviser representative in AL · CRD 465104 |
| Exams passed | Series 63 (1993) |
| Firm size | 7 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pwco.com |
| Profile |
How James's firm compares
- Porter White Investment Advisors's average account is about $2.3 million, from its Form ADV (assets managed divided by 329 accounts).
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Questions about James
Is James White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Porter White Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Porter White Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James White based?
James White is based in Birmingham, Alabama.
Is James White registered with the SEC?
Yes. James White is registered as an investment adviser representative in AL (CRD 465104), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Porter White Investment Advisors manage?
Porter White Investment Advisors reports $748.2M across 329 accounts in assets under management.
How do I contact James White?
Through James's website, www.pwco.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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