| Total AUM | $160.5M |
| Discretionary | $152.6M95% of AUM |
| Non-Discretionary | $7.9M |
| Client Accounts | 522 |
| Avg Account Size | $307K |
| Employees | 7 |
| Peak AUM | $160.5MFeb 2026 |
| AUM CAGR | +8.5% /yrover 4 yrs · 11 filings |
Total AUM
$160M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $160M | +13.0% | +18.1% | +8.5% | |
| Discretionary AUM | |||||
| Total AUM | $160.5M |
| Discretionary | $152.6M |
| Employees | 7 |
| Client Accounts | 522 |
| Client Range | 101-250 |
Address
2895 HIGHWAY 190 STE 205
MANDEVILLE LA 70471
Phone
(985) 727-6724
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$153M
95.1% of AUM
Non-Discretionary
$8M
4.9% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
No related registrations reported
| $153M |
| +12.9% |
| +18.0% |
| +8.2% |
| Non-Disc. AUM | $8M | +16.0% | +21.7% | +13.7% |
| Total Accounts | 522 | +6.7% | +3.8% | +4.3% |
| Avg Account Size | $307,458.998 | +5.9% | +13.8% | +4.0% |
| Employees | 7 | 0.0% | +5.0% | +3.8% |
| AUM / Employee | $23M | +13.0% | +12.5% | +4.5% |
Client AUM Segments | |||||
| Wealth AUM | $150M | +12.8% | +17.9% | +8.1% | |
| Institutional AUM | $10M | +16.0% | +22.6% | +14.2% | |
Client Count Segments | |||||
| HNW Clients | 170 | +1.2% | 1.6% | 3.7% | |
| Individuals | 51 | +13.3% | +26.9% | +49.1% | |