Metairie, LA | |||
|---|---|---|---|
| Assets under management | $76.2M | $80M | $72.3M |
| Asset growth, last 2 years | +25% | – | +52% |
| Advisory staff | 1 | 1 | 3 |
| Individual clients | 47 | 42 | 84 |
| Assets per client | $1.6M | $1.9M | $861K |
| Clients per advisor | 47 | 42 | 28 |
| Main custodian | – | – | Schwab |
| Filing with the SEC since | 2012 or earlier | 2026 | 2019 |
| Tools in their stack | – | – | 1 |
| People on Advicer.bio | – | 2 | 2 |
From each firm's latest Form ADV (Mar 2026, Aug 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.