| Total AUM | $462.8M |
| Discretionary | $462.8M100% of AUM |
| Client Accounts | 616 |
| Avg Account Size | $751K |
| Employees | 8 |
| Peak AUM | $462.8MMar 2026 |
| AUM CAGR | +36.7% /yrover 5 yrs · 15 filings |
Total AUM
$463M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $463M | +28.8% | +36.7% | +36.7% | |
| Discretionary AUM | |||||
| Total AUM | $462.8M |
| Discretionary | $462.8M |
| Employees | 8 |
| Client Accounts | 616 |
| Client Range | 101-250 |
Phone
504-517-5107
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$463M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $463M |
| +28.8% |
| +36.7% |
| +36.7% |
| Total Accounts | 616 | +7.3% | +19.2% | +22.7% |
| Avg Account Size | $751,336.495 | +20.0% | +14.7% | +11.4% |
| Employees | 8 | +14.3% | +10.1% | +15.7% |
| AUM / Employee | $58M | +12.7% | +24.2% | +18.1% |
Client AUM Segments | |||||
| Wealth AUM | $426M | +28.8% | +36.8% | +35.6% | |
| Institutional AUM | $36M | +28.5% | +36.1% | +56.3% | |
Client Count Segments | |||||
| HNW Clients | 110 | +10.0% | +14.6% | +20.1% | |
| Institutional | 8 | 0.0% | +17.0% | — | |
| Individuals | 65 | +4.8% | +12.2% | +23.3% | |