Data / Investment advisers / Louisiana / Baton Rouge
Investment advisers in Baton Rouge, LA: 10 firms, $9.2 billion in AUM
10 investment advisers have their main office in Baton Rouge, Louisiana: 10 SEC registered and 0 exempt reporting. The registered advisers report $9.2 billion in regulatory assets under management in the SEC's Form ADV file of November 2, 2026, and the largest is Bernhard Capital Partners Management, LP with $6.6 billion.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- 10Advisers
- 10SEC registered
- $9.2 billionTotal AUM
- 10Advisers over $100 million
- 2Manage private funds
- November 2, 2026File date
Largest advisers by AUM
Ranked by regulatory AUM, then by private funds. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | AUM | Accounts | Employees | Private funds | Phone | Website | Source |
|---|---|---|---|---|---|---|---|---|
| Bernhard Capital Partners Management, LP | Baton Rouge | $6.58 billion | 23 | 42 | 23 | (225) 228-2500 | bernhardcapital.com | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | $819.1 million | 626 | 10 | Not listed | (225) 408-4000 | abelhall.com | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | $390.7 million | 800 | 5 | Not listed | (225) 761-7870 | evansinvestmentadvisors.com | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | $372.5 million | 1,069 | 10 | Not listed | (225) 778-7972 | hiberniawealth.com | adviserinfo.sec.gov |
| Asempa Wealth Advisors | Baton Rouge | $246 million | 88 | 4 | Not listed | (225) 529-9329 | adviserinfo.sec.gov | |
| Brian Low Financial Group, LLC | Baton Rouge | $239.3 million | 874 | 8 | Not listed | (225) 292-4225 | brianlowfinancial.com | adviserinfo.sec.gov |
| Advisor.Investments | Baton Rouge | $199.4 million | 316 | 6 | 1 | (225) 292-0687 | adviserinfo.sec.gov | |
| Harger and Company, Inc. | Baton Rouge | $137 million | 423 | 3 | Not listed | (225) 767-7228 | hargerandcompany.com | adviserinfo.sec.gov |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | $130.5 million | 702 | 7 | Not listed | (225) 755-0488 | strengthsciencestudios.net | adviserinfo.sec.gov |
| Pelican Investment Advisors, LLC | Baton Rouge | $128.5 million | 272 | 12 | Not listed | (225) 293-9283 | pelicanadvisory.com | adviserinfo.sec.gov |
Advisers in Baton Rouge that manage private funds
2 advisers report private funds. The 30 with the most funds.
| Adviser | City | State | Private funds | Hedge | Private equity | Venture capital | Real estate | Fund gross assets | AUM | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Bernhard Capital Partners Management, LP | Baton Rouge | LA | 23 | Not listed | 23 | Not listed | Not listed | $7.19 billion | $6.58 billion | adviserinfo.sec.gov |
| Advisor.Investments | Baton Rouge | LA | 1 | 1 | Not listed | Not listed | Not listed | $10.1 million | $199.4 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.