Adviser Profile
| As of Date | 08/10/2026 |
| Registration | SEC, Approved, 08/04/2025 |
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| Former registrations | |
| ADV Location | OPELOUSAS, LA, United States |
| Contact Info | 337 xxxxxxx |
| Websites |
| AUM* | 160,825,856 30% |
| of that, discretionary | 160,825,856 30% |
| Number of Employees | 11 |
| of those in investment advisory functions | 9 13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 267,597 -15% |
| % High Net Worth | 11.31% -27% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
161M
138M
115M
92M
69M
46M
23M
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name FRAZIER & DEETER ADVISORY, LLC | Filing Date01/15/2026 | Form ADV-E View Report |