| Total AUM | $142.9M |
| Discretionary | $141.9M99% of AUM |
| Non-Discretionary | $937K |
| Client Accounts | 750 |
| Avg Account Size | $191K |
| Employees | 6 |
| Peak AUM | $142.9MMar 2026 |
| AUM CAGR | +17.5% /yrover 2 yrs · 6 filings |
Total AUM
$143M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $143M | +20.6% | +17.5% | — | |
| Discretionary AUM | $142M | ||||
| Total AUM | $142.9M |
| Discretionary | $141.9M |
| Employees | 6 |
| Client Accounts | 750 |
| Client Range | 0 |
Address
1200 CAMELLIA
LAFAYETTE LA 70508
Phone
337-660-2334
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$142M
99.3% of AUM
Non-Discretionary
$937,000
0.7% of AUM
Disc. mix ▼ 0.7pp vs 1 year ago
| +19.8% |
| +17.7% |
| — |
| Non-Disc. AUM | $937,000 | — | 4.8% | — |
| Total Accounts | 750 | +12.1% | +7.0% | — |
| Avg Account Size | $190,506.517 | +7.6% | +9.9% | — |
| Employees | 6 | +20.0% | +9.1% | — |
| AUM / Employee | $24M | +0.5% | +7.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $143M | +20.6% | +18.1% | — | |
Client Count Segments | |||||
| HNW Clients | 347 | +9.5% | +5.4% | — | |
| Individuals | 28 | +12.0% | +23.6% | — | |