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Current Employers
Porter White Investment Advisors, Inc.

1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 1995-09-26
  • AL RA
    APPROVED
    Since 1995-09-26

Branch Locations

1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Porter White Investment Advisors, Inc. Birmingham AL 01/1995 Present
Porter, White & Company, Inc. Birmingham AL 07/1979 Present
Spearhead Capital, Llc Birmingham AL 07/2016 12/2017
Porter White Capital, Llc Birmingham AL 12/2017 08/2023
Porter White Capital Advisors, Inc. Birmingham AL 09/1980 Present
Pw Management Co., Inc. Birmingham AL 01/2006 Present
  • 01/1995 → Present
    Birmingham, AL
  • 07/1979 → Present
    Porter, White & Company, Inc.
    Birmingham, AL
  • 07/2016 → 12/2017
    Spearhead Capital, Llc
    Birmingham, AL
  • 12/2017 → 08/2023
    Porter White Capital, Llc
    Birmingham, AL
  • 09/1980 → Present
    Porter White Capital Advisors, Inc.
    Birmingham, AL
  • 01/2006 → Present
    Pw Management Co., Inc.
    Birmingham, AL
Other Businesses

1.) PW Management Co.,Inc.; Non - Investment Related; Chairman; HR Benefits Management; 01/2006, 1 hr/month; employee payroll & benefits 2.) Porter White Capital Advisors, Inc.; Investment Related; Chairman; Business Consulting; 09/1980, 15 hrs/month; Loans/Asset Sales/No Securities Transactions 3.) Porter, White & Company, Inc.; Investment Related; Chairman; Municipal Advisory Firm; 07/1979; 5 hrs/month; Municipal Advisor Principal 4.) Porter White Investment Advisors, Inc.; Investment Related; Chairman; Registered Investment Advisor; 1/1997; 5 hrs/month; Investment research 5.) Porter White Companies, Inc.; Investment Related; Chairman; Holding Company; 07/1997; 1 hr/month 6.) PW Investment Company, LP; Investment Related; Limited Partner; Investment Partnership; 06/1995; 1 hr/month; In Liquidation 7.) White Family Corporation, Inc.; Investment Related; Shareholder; Family Holding Company; 12/1991; 1 hr/month; Shareholder only. Not officer or director. Unless indicated, all time spent is hours per week during trading hours and investment related. The address for each company is: 1927 1st Avenue North 10th Floor, Birmingham, AL 35203-4103 except for White Family Corporation whose address is 2920 Berwick Road, Birmingham, Alabama 35213.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-02-03
  • S63 Uniform Securities Agent State Law Examination
    1993-02-03
Other Names
  • James Herbert White

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