| Total AUM | $819.1M |
| Discretionary | $816.7M100% of AUM |
| Non-Discretionary | $2.4M |
| Client Accounts | 626 |
| Avg Account Size | $1.3M |
| Employees | 10 |
| Peak AUM | $819.1MFeb 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $819M | +104.7% | +40.8% | +27.5% | |
| Discretionary AUM | |||||
| Total AUM | $819.1M |
| Discretionary | $816.7M |
| Employees | 10 |
| Client Accounts | 626 |
| Client Range | 0 |
Address
9270 SIEGEN LANE
BATON ROUGE LA 70810
Phone
225-408-4000
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$817M
99.7% of AUM
Non-Discretionary
$2M
0.3% of AUM
Disc. mix ▲ 16.1pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$819M
| $817M |
| +144.1% |
| +42.0% |
| +28.6% |
| Non-Disc. AUM | $2M | 96.3% | 33.5% | 26.9% |
| Total Accounts | 626 | +9.6% | +7.9% | +5.9% |
| Avg Account Size | $1M | +86.7% | +30.5% | +20.4% |
| Employees | 10 | +42.9% | +25.3% | +15.1% |
| AUM / Employee | $82M | +43.3% | +12.4% | +10.7% |
Client AUM Segments | |||||
| Wealth AUM | $580M | +56.6% | +28.5% | +20.2% | |
| Institutional AUM | $239M | +711.2% | +134.8% | +86.0% | |
Client Count Segments | |||||
| HNW Clients | 114 | +9.6% | +6.8% | +0.2% | |
| Institutional | 16 | 11.1% | +12.9% | +15.1% | |
| Individuals | 69 | +7.8% | +3.0% | +7.7% | |