White McGowan
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$75,032,809
Total clients
130
11% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
65
Average account size
$577,175
About
The firm provides investment advisory and financial planning services to individual and high-net-worth clients, offering discretionary portfolio management, ongoing financial planning and consulting, and advice on a range of investments including mutual funds, ETFs, real estate, structured products and certain insurance products. It also works with third‑party platforms and managers—Symmetry, Altruist, and American Funds (CollegeAmerica 529)—and can implement held‑away account strategies through an order management system (Pontera).
The firm’s investment process emphasizes tailored asset allocation, periodic account reviews and long‑term purchase strategies, and it uses a mix of fundamental analysis and modern portfolio theory; in practice the firm grants discretionary authority to third‑party managers for implementation and may use leveraged ETFs and derivatives in certain strategies. Clients receive ongoing monitoring and at least annual reviews, and the firm discloses that tax efficiency is considered but not the primary management focus, recommending coordination with tax advisors.
Distinctive features include disclosed regulatory events involving the firm’s principals, including state securities actions and FINRA proceedings that resulted in fines and association sanctions, which are documented in the brochure. The firm also maintains a suite of affiliated private real estate companies and a related property management affiliate (Epiphany Logistics, LLC) that hold and manage rental properties (membership in these vehicles is closed to the public), and several advisory personnel are licensed insurance agents—arrangements the brochure identifies as potential conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning and consulting services range from $1,200 to $30,000, negotiable
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% $5,000,001 - Negotiable: Negotiable
Certain persons affiliated with the firm are licensed insurance agents and earn commissions for selling insurance products separate and in addition to advisory fees
$300 per hour for consulting services, negotiable
Monthly fee for ongoing financial management and budgeting services ranges from $80 to $300, billed monthly in advance
Fee-only: Fixed fees for financial planning services generally range between $1,200 - $30,000 (negotiable); monthly ongoing financial management fee ranges from $80 - $300 billed monthly in advance; Fixed fees for financial consulting services range from $1,200 - $30,000 (negotiable); Hourly consulting fee is $300 per hour (negotiable)
Main office location
White McGowan
400 West Capitol Avenue, Suite 2891
Little Rock AR 72201, United States
Number of offices
2
Most active in
Arkansas · Louisiana · Tennessee · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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