Adviser Profile
| As of Date | 06/30/2026 |
| Registration | SEC, Approved, 05/07/2026 |
|
|
|
| Former registrations | |
| ADV Location | BATON ROUGE, LA, United States |
| Contact Info | 225 xxxxxxx |
| Websites |
| AUM* | 128,500,000 |
| of that, discretionary | 128,300,000 |
| Number of Employees | 12 |
| of those in investment advisory functions | 10 |
| Private Fund GAV* | 0 |
| Avg Account Size | 472,426 |
| % High Net Worth | 14.65% |
| 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
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
Reported AUM
128M
110M
92M
73M
55M
37M
18M
2026
Private Funds
No private funds