PHILLIP B. WHITE CO., INC

Overview

Phillip B. White Co, Inc. is an independent, advisor-owned RIA that acts as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm delivers financial planning, portfolio management for individuals and small businesses, and the selection and oversight of other advisers. It charges clients via a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements, and operates with discretionary authority across its managed assets. Its investment approach centers on pooled public funds and mutual funds as the primary vehicle for core equity and fixed‑income exposure, while using third‑party managers to access alternative strategies such as real estate, commodities and energy (oil & gas). The firm is not designated as an active ESG investor and does not report broad multistate adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices