Michael Christopher Stone
Investment adviser representative at Porter White Investment Advisors, Inc.
15 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
15 years in the industry.
- M&a Securities Group, Inc.Jan 2024 to now
- Porter White Investment Advisors, Inc.Jan 2011 to now
- Porter White Capital Advisors, Inc.Jan 2011 to now
- Porter, White & Company, Inc.Jan 2011 to now
- Porter White Capital, LLCJan 2018 to Aug 2023
- Spearhead Capital, LLCJun 2016 to Jan 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5894468
- Firm CRD
- 110876