Data / Investment advisers / Serving charitable organizations / Louisiana
Investment advisers in Louisiana serving charitable organizations: 38 firms
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
38 SEC registered investment advisers with a main office in Louisiana report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $1.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is St. Denis J. Villere & Co., LLC.
The request: Every investment adviser in Louisiana that serves charitable organizations, with AUM, phone and website. $10 of work on sign-up, no card.
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- 38Advisers
- $1.4 billionAUM from this client type
- 37Advisers over $100 million
- November 2, 2026File date
Advisers in Louisiana serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| St. Denis J. Villere & Co., LLC | New Orleans | 29 | $303.8 million | $1.40 billion | adviserinfo.sec.gov |
| Newedge Advisors | New Orleans | 166 | $200.2 million | $43.21 billion | adviserinfo.sec.gov |
| Waters, Parkerson & Co., LLC | New Orleans | 25 | $185.9 million | $2.86 billion | adviserinfo.sec.gov |
| Orleans Capital Management Corp | Mandeville | 15 | $170.5 million | $2.13 billion | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | 6 | $150.6 million | $3.35 billion | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | 8 | $129.1 million | $214.2 million | adviserinfo.sec.gov |
| Adkins Seale Capital Management LLC | Shreveport | Fewer than 5 | $56.9 million | $448.2 million | adviserinfo.sec.gov |
| Cullen Investment Group | Lafayette | 6 | $33.9 million | $910 million | adviserinfo.sec.gov |
| Crescent Sterling LTD. | Metairie | 3 | $26.3 million | $210.2 million | adviserinfo.sec.gov |
| Lees Monsour Group | Shreveport | 9 | $25.2 million | $681.2 million | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | 2 | $16.2 million | $876.3 million | adviserinfo.sec.gov |
| Abel Hall, LLC | Baton Rouge | 6 | $14.7 million | $819.1 million | adviserinfo.sec.gov |
| Paradiem, LLC | Covington | Fewer than 5 | $14.2 million | $483.4 million | adviserinfo.sec.gov |
| Summit Financial Wealth Advisors | Lafayette | 5 | $13.2 million | $1.80 billion | adviserinfo.sec.gov |
| Going Cpas & Wealth Advisors, LLP | Opelousas | Fewer than 5 | $11.2 million | $160.8 million | adviserinfo.sec.gov |
| Evans Investment Advisors, L.L.C. | Baton Rouge | 3 | $10 million | $390.7 million | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | 1 | $9 million | $836.6 million | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | 4 | $5.9 million | $467.8 million | adviserinfo.sec.gov |
| Delta Financial Advisors, L.L.C. | Metairie | 1 | $5.3 million | $592.3 million | adviserinfo.sec.gov |
| Wealthharbor Capital Group, LLC | Metairie | Fewer than 5 | $4.5 million | $334.7 million | adviserinfo.sec.gov |
| Eagle Capital Management, LLC | Mandeville | Fewer than 5 | $4.3 million | $455.2 million | adviserinfo.sec.gov |
| Argent Advisors, Inc. | Ruston | 10 | $3.8 million | $1.71 billion | adviserinfo.sec.gov |
| HMV Wealth Advisors, LLC | Shreveport | 2 | $3.8 million | $567.4 million | adviserinfo.sec.gov |
| Lyons Capital Group | Shreveport | Fewer than 5 | $3.1 million | $165.9 million | adviserinfo.sec.gov |
| Kropog Financial Group, LLC | Mandeville | Fewer than 5 | $2.4 million | $160.5 million | adviserinfo.sec.gov |
| Hubbell Strickland Wealth Management, LLC | New Orleans | 2 | $1.7 million | $617.9 million | adviserinfo.sec.gov |
| Cane Capital Partners, LLC | Saint Francisville | 2 | $1.4 million | $284.1 million | adviserinfo.sec.gov |
| Graham, Bordelon, Golson & Gilbert, Inc. | Monroe | 3 | $1.3 million | $420.8 million | adviserinfo.sec.gov |
| Pelican Investment Advisors, LLC | Baton Rouge | Fewer than 5 | $1.3 million | $128.5 million | adviserinfo.sec.gov |
| Fortune 45, LLC. | Gonzales | 3 | $1.3 million | $237.7 million | adviserinfo.sec.gov |
| Vines Capital Management, LLC | Monroe | Fewer than 5 | $1 million | $192.2 million | adviserinfo.sec.gov |
| Advocacy Financial LLC | Covington | Fewer than 5 | $870,361 | $103.4 million | adviserinfo.sec.gov |
| Emeth Value Capital, LLC | New Orleans | 1 | $580,779 | $57.4 million | adviserinfo.sec.gov |
| Bellingrath Wealth Management, L.L.C. | New Orleans | 2 | $573,578 | $196.1 million | adviserinfo.sec.gov |
| Pelican Advisory LLC | Covington | 2 | $538,819 | $119 million | adviserinfo.sec.gov |
| Second Line Capital, LLC | Metairie | Fewer than 5 | $533,565 | $1.32 billion | adviserinfo.sec.gov |
| Hibernia Wealth Partners, LLC | Baton Rouge | 2 | $445,162 | $372.5 million | adviserinfo.sec.gov |
| Beam Wealth Advisors, Inc. | Covington | 1 | $242,296 | $1.60 billion | adviserinfo.sec.gov |
Also on SpecStream
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.