Adviser Profile

As of Date 02/04/2026
Registration SEC, Approved, 10/20/1978
ADV Location NEW ORLEANS, LA, United States
Contact Info 504 xxxxxxx
AUM* 591,335,914 29%
of that, discretionary 585,106,162 39%
Number of Employees 2 -33%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 15,982,052 50%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

585M 502M 418M 334M 251M 167M 84M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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