Adviser Profile
| As of Date | 03/02/2026 |
| Registration | SEC, Approved, 03/05/2026 |
|
|
|
| Former registrations | |
| ADV Location | WEST MONROE, LA, United States |
| Contact Info | 318 xxxxxxx |
| Websites |
| AUM* | 133,000,000 |
| of that, discretionary | 133,000,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 186,536 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Commissions
Reported AUM
133M
114M
95M
76M
57M
38M
19M
2026
Private Funds
No private funds