Adviser Profile
| As of Date | 03/19/2026 |
| Registration | SEC, Approved, 05/01/2025 |
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| Former registrations | |
| ADV Location | NEW ORLEANS, LA, United States |
| Contact Info | 205 xxxxxxx |
| Websites |
| AUM* | 120,829,895 -9% |
| of that, discretionary | 36,486,021 20% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,517,289 -15% |
| % High Net Worth | 12.50% -6% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
102M
88M
73M
58M
44M
29M
15M
2025
2026
Private Funds
No private funds