Douglas White
Financial advisor at Farther Finance Advisors, LLC · Houston, TX
Last updated 2026-10-10
Claim your profileDouglas White is a financial advisor at Farther Finance Advisors, LLC in Houston, TX, CRD 5177448. Licenses and exams on the registration: Series 66, Series 65. IAPD registration began 2015-08-07.
Registration
- CRD number
- 5177448
- Registration status
- Active
- IAPD registration
- 2015-08-07
- Industry Experience
- 11 years
- Work Experience
- 10 years
- States registered
- TX
Licenses and exams
- Series 66
- Series 65
Work history
- 2016-04 to 2018-07 · Family Houston · Houston, TX
- 2018-07 to 2022-11 · Tcg (hub International) · Houston, TX
- 2022-11 to 2025-05 · Next Financial (atria Wealth Solutions) · Houston, TX
- 2025-05 to Present · Farther · Houston, TX
Current employment
- Farther · San Francisco, CA
Farther Finance Advisors, LLC
- Regulatory AUM
- $16,010,112,152
- Registered advisors
- 334
- Offices
- 284
- Clients per advisor
- 44.8 (Low)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 23.1% (Moderate)
Farther Finance Advisors, LLC: advisors, services and reported ETF investments
About
Douglas White is a financial advisor at Farther, operating as Farther Finance Advisors, LLC in Houston, TX. Reported securities licenses include Series 66 and Series 65. The latest record indicates 11 years of industry experience and 10 years of reported work history. Reported roles include Next Financial (atria Wealth Solutions), Tcg (hub International), Family Houston.
Farther Finance Advisors, LLC's firm-level Form ADV reports 334 advisors across 284 offices; approximately 44.8 clients per advisor, average assets per client of $1,069,837, and regulatory AUM of $16B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $8.6B across 1,633 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Douglas White personally.
Reported ETF positions
Farther Finance Advisors reports 1,633 ETF positions worth $8.6B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $684.4M |
| VOO — Vanguard S&P 500 ETF | $374.7M |
| DFIV — Dimensional International Value ETF | $254.6M |
| VEA — Vanguard FTSE Developed Markets ETF | $250.8M |
| SCHX — Schwab U.S. Large-Cap ETF | $174.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Farther Finance Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $21M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $42.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $15.9M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | TUSI — Touchstone Ultra Short Income ETF | $9.3M | Top 98.4% | Replicability (R²) 49.0% · Residual Sharpe 0.29 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Farther Finance Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Publication of Periodicals or Newsletters
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
Houston, TX
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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