| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 03/22/2024 |
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| ADV Location | BATON ROUGE, LA, United States |
| Contact Info | 225 xxxxxxx |
| Websites |
| AUM* | 137,039,240 35% |
| of that, discretionary | 3,193,435 -62% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 323,970 40% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
No private funds