| Total AUM | $130.5M |
| Discretionary | $130.5M100% of AUM |
| Client Accounts | 1,687 |
| Avg Account Size | $77K |
| Employees | 3 |
| Peak AUM | $130.5MMar 2025 |
| AUM CAGR | +3.5% /yrover 4 yrs · 18 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $131M | +18.3% | +3.6% | +3.5% | |
| Discretionary AUM | |||||
| Total AUM | $130.5M |
| Discretionary | $130.5M |
| Employees | 3 |
| Client Accounts | 1687 |
Address
221 SOUTHPARK RD SUITE C1
LAFAYETTE LA 70508
Phone
337-654-0608
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$131M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$131M
| $131M |
| +18.3% |
| +3.6% |
| +3.5% |
| Total Accounts | 2k | 8.3% | +20.3% | +6.0% |
| Avg Account Size | $77,374.945 | +29.0% | 13.8% | 2.4% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $44M | +18.3% | +3.6% | +3.5% |
Client AUM Segments | |||||
| Wealth AUM | $125M | +16.2% | +2.6% | +2.5% | |
| Institutional AUM | $5M | +111.0% | +65.1% | — | |
Client Count Segments | |||||
| HNW Clients | 1k | 34.0% | +11.8% | +17.9% | |
| Institutional | 15 | +200.0% | +95.7% | — | |
| Individuals | 16 | 11.1% | 47.4% | 7.8% | |