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1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 1995-09-26 |
Branch Locations
1927 1St Avenue North 10Th Floor, Birmingham, AL 35203-4103 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-02-03 |
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