| 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 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds