New Orleans, LA | |||
|---|---|---|---|
| Assets under management | $15.4M | $16.2M | $14.6M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 2 | 1 | 2 |
| Individual clients | 21 | 23 | 19 |
| Assets per client | $733K | $704K | $769K |
| Clients per advisor | 11 | 23 | 10 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2026 | 2026 |
| Tools in their stack | – | – | 6 |
| People on Advicer.bio | 2 | 1 | 2 |
From each firm's latest Form ADV (Mar 2026, Jan 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.