| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 08/02/1991 |
| ADV Location | MANDEVILLE, LA, United States |
| Contact Info | 504 xxxxxxx |
| Websites |
| AUM* | 2,126,643,309 33% |
| of that, discretionary | 2,126,643,309 33% |
| Number of Employees | 12 20% |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 9,984,241 30% |
| % High Net Worth | 30.63% -30% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$10,425,930 | % Position5.00% | $ Change35.00% | # Change18.00% |
| Stck Ticker81369Y803 | Stock NameSELECT SECTOR SPDR TR | $ Position$8,320,008 | % Position4.00% | $ Change43.00% | # Change0.00% |
| Stck Ticker92189F676 | Stock NameVANECK ETF TRUST | $ Position$7,136,739 | % Position4.00% | $ Change76.00% | # Change3.00% |
| Stck Ticker594918104 | Stock NameMICROSOFT CORP | $ Position$6,435,341 | % Position3.00% | $ Change14.00% | # Change14.00% |
| Stck Ticker02079K305 | Stock NameALPHABET INC | $ Position$6,012,750 | % Position3.00% | $ Change24.00% | # Change0.00% |
| Stck Ticker149123101 | Stock NameCATERPILLAR INC | $ Position$5,421,406 | % Position3.00% | $ Change57.00% | # Change4.00% |
| Stck Ticker38141G104 | Stock NameGOLDMAN SACHS GROUP INC | $ Position$5,322,840 | % Position3.00% | $ Change31.00% | # Change9.00% |
| Stck Ticker46625H100 | Stock NameJPMORGAN CHASE & CO | $ Position$4,946,284 | % Position3.00% | $ Change34.00% | # Change20.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$3,261,416 | % Position2.00% | $ Change | # Change |
| Stck Ticker30303M102 | Stock NameMETA PLATFORMS INC | $ Position$2,931,361 | % Position2.00% | $ Change29.00% | # Change31.00% |