{
  "crd_number": 297785,
  "slug": "white-mcgowan-little-rock-ar-297785",
  "primary_business_name": "WHITE MCGOWAN",
  "legal_name": "MERAKI, LLC",
  "dbas": [],
  "city": "Little Rock",
  "state": "AR",
  "country": "United States",
  "cbsa_code": "30780",
  "metro": {
    "cbsa_code": "30780",
    "common_name": "Little Rock",
    "msa_name": "Little Rock-North Little Rock-Conway, AR",
    "path": "/advisors/ar/little-rock"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2018-10-18",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 75032809.0,
  "raum_discretionary": 75032809.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 49672866.0,
      "count": 116
    },
    "pension_profit_sharing": {
      "raum": 177546.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 25182397.0,
      "count": 14
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "periodicals_newsletters",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 4,
  "states_registered": [
    "AR",
    "LA",
    "TN",
    "TX"
  ],
  "websites": [
    "https://whiteandmcgowan.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297785",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "LITTLE ROCK",
  "url": "https://advisorcensus.com/firm/white-mcgowan-little-rock-ar-297785",
  "display_name": "White McGowan",
  "summary": "White McGowan is a state-registered investment advisory firm in Little Rock, AR, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. White McGowan (CRD 297785): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is White McGowan compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), White McGowan reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is White McGowan located?",
      "a": "White McGowan's principal office is in Little Rock, AR, according to its Form ADV."
    },
    {
      "q": "Is White McGowan registered with the SEC or a state?",
      "a": "White McGowan is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297785."
    },
    {
      "q": "How much does White McGowan manage?",
      "a": "White McGowan reports $75,032,809 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does White McGowan serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (116); high net worth individuals (14); pension and profit sharing plans (but not the plan participants or government pension plans) (1)."
    },
    {
      "q": "Does White McGowan report any disciplinary disclosures?",
      "a": "Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation), 11.D(4) (another regulator's order in the past ten years), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297785"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/white-mcgowan-little-rock-ar-297785.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 116,
      "fewer_than_5": false,
      "raum": 49672866.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 25182397.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 177546.0
    }
  ],
  "disclosure_line": "Reports 4 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/297785",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
