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White McGowan

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

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops Advisory consulting

Expertise

Real estate investing Tax-loss harvesting Wealth management College savings (529s, UTMA, etc.)

Occupation focus

Doctor or Medical Professional Founder/Business Owner

Demographic focus

Established Professionals

Fee options

Fixed

Fixed fees for financial planning and consulting services range from $1,200 to $30,000, negotiable

Percentage

$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

Commissions

Certain persons affiliated with the firm are licensed insurance agents and earn commissions for selling insurance products separate and in addition to advisory fees

Project-based

$300 per hour for consulting services, negotiable

Subscriptions

Monthly fee for ongoing financial management and budgeting services ranges from $80 to $300, billed monthly in advance

Other

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

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