Houma, LA | |||
|---|---|---|---|
| Assets under management | $11.8M | $12.4M | $11.2M |
| Asset growth, last 2 years | – | – | – |
| Advisory staff | 1 | 1 | 1 |
| Individual clients | 20 | – | 14 |
| Assets per client | $590K | – | $801K |
| Clients per advisor | 20 | – | 14 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2019 | 2026 |
| Tools in their stack | 2 | – | – |
| People on Advicer.bio | 1 | – | 1 |
From each firm's latest Form ADV (Feb 2026, May 2019). 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.