Adviser Profile
| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 11/07/2024 |
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| Former registrations | |
| ADV Location | NEW ORLEANS, LA, United States |
| Contact Info | 210 xxxxxxx |
| Websites |
| AUM* | 57,392,814 -52% |
| of that, discretionary | 57,392,814 -52% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,551,157 -35% |
| % High Net Worth | 54.05% 42% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
194M
166M
138M
111M
83M
55M
28M
2024
2025
2026
Private Funds
No private funds