| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/26/2025 |
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| ADV Location | SAINT FRANCISVILLE, LA, United States |
| Contact Info | 281 xxxxxxx |
| Websites |
| AUM* | 284,109,433 |
| of that, discretionary | 284,109,433 100% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 456,768 |
| % High Net Worth | 33.54% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$17,797,882 | % Position7.00% | $ Change3.00% | # Change7.00% |
| Stck Ticker007903107 | Stock NameADVANCED MICRO DEVICES INC | $ Position$12,444,422 | % Position5.00% | $ Change3.00% | # Change-3.00% |
| Stck Ticker023135106 | Stock NameAMAZON COM INC | $ Position$13,649,683 | % Position5.00% | $ Change11.00% | # Change6.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$12,180,271 | % Position5.00% | $ Change13.00% | # Change-2.00% |
| Stck Ticker67066G104 | Stock NameNVIDIA CORPORATION | $ Position$13,299,938 | % Position5.00% | $ Change16.00% | # Change2.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$11,734,855 | % Position4.00% | $ Change22.00% | # Change-11.00% |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$10,211,260 | % Position4.00% | $ Change14.00% | # Change-11.00% |
| Stck Ticker742718109 | Stock NamePROCTER & GAMBLE CO | $ Position$10,286,696 | % Position4.00% | $ Change-4.00% | # Change-3.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$7,140,105 | % Position3.00% | $ Change1.00% | # Change0.00% |
| Stck Ticker30233Q108 | Stock NameEXXONMOBIL HOLDINGS CORP | $ Position$7,109,631 | % Position3.00% | $ Change | # Change |