Goodloe Herr White
Investment adviser representative at Porter White Investment Advisors, Inc.
21 yearsExperience
1 stateRegistered in
CFADesignation
$748.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Pw Management Co., Inc.Nov 2006 to now
- Porter White Investment Advisors, Inc.Mar 2002 to now
- Porter White Capital Advisors, Inc.Feb 2002 to now
- Porter, White & Company, Inc.Feb 2002 to now
- Porter White Capital, LLCDec 2017 to Aug 2023
- Spearhead Capital, LLCSep 2015 to Jan 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (AL).
Porter White Investment Advisors, Inc.
$748.2MAssets managed
114Clients
5Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2929235
- Firm CRD
- 110876