| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 05/14/1987 |
| ADV Location | COVINGTON, LA, United States |
| Contact Info | 985 xxxxxxx |
| AUM* | 365,570,218 26% |
| of that, discretionary | 323,764,207 31% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 708,469 42% |
| % High Net Worth | 45.95% 19% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name LAPORTE | Filing Date11/21/2025 | Form ADV-E View Report |
| Accounting Firm Name LAPORTE | Filing Date09/15/2025 | Form ADV-E View Report |
| Accounting Firm Name LAPORTE | Filing Date02/13/2025 | Form ADV-E View Report |
| Accounting Firm Name LAPORTE | Filing Date01/12/2024 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker67066G104 | Stock NameNvidia Corp | $ Position$44,876 | % Position19.00% | $ Change10.00% | # Change-4.00% |
| Stck Ticker594918104 | Stock NameMicrosoft | $ Position$16,830 | % Position7.00% | $ Change-2.00% | # Change-3.00% |
| Stck Ticker46625H100 | Stock NameJP Morgan Chase | $ Position$12,495 | % Position5.00% | $ Change7.00% | # Change-4.00% |
| Stck Ticker17275R102 | Stock NameCisco Systems | $ Position$11,241 | % Position5.00% | $ Change41.00% | # Change-7.00% |
| Stck Ticker02079K305 | Stock NameAlphabet Inc. | $ Position$12,449 | % Position5.00% | $ Change17.00% | # Change-6.00% |
| Stck Ticker023135106 | Stock NameAmazon Com Inc | $ Position$9,229 | % Position4.00% | $ Change8.00% | # Change-5.00% |
| Stck Ticker478160104 | Stock NameJohnson & Johnson | $ Position$8,807 | % Position4.00% | $ Change-2.00% | # Change-6.00% |
| Stck Ticker931142103 | Stock NameWal Mart Stores Inc | $ Position$9,973 | % Position4.00% | $ Change-14.00% | # Change-5.00% |
| Stck Ticker718172109 | Stock NamePhilip Morris Intl Inc | $ Position$8,430 | % Position4.00% | $ Change4.00% | # Change-5.00% |
| Stck Ticker75513E101 | Stock NameRTX Corporation | $ Position$10,298 | % Position4.00% | $ Change-6.00% | # Change-5.00% |