Data / Investment advisers / Louisiana / Deane Retirement Strategies, Inc.
Deane Retirement Strategies, Inc., New Orleans, LA: $251 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Deane Retirement Strategies, Inc. is an SEC registered investment adviser with its main office in New Orleans, Louisiana and reports $251 million in regulatory assets under management in its Form ADV filed March 23, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch Deane Retirement Strategies, Inc. (CRD number 127096): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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.
- Registration
- SEC registered investment adviser
- CRD number
- 127096
- SEC file number
- 801-68307
- SEC status
- Approved, effective September 13, 2007
- Main office
- 2065 Energy Centre 1100 Poydras Street, New Orleans, LA 70163
- Phone
- (504) 582-2345
- Website
- deaneretire.com
- Regulatory AUM
- $250,732,080 in the Form ADV filed March 23, 2026
- Discretionary AUM
- $250,732,080
- Accounts
- 327
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 82 | $223.2 million |
| Individuals (other than high net worth individuals) | 55 | $25.7 million |
| Pension and profit sharing plans | Fewer than 5 | $1.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $250.7 million | March 23, 2026 |
| December 1, 2025 | $216.3 million | March 1, 2025 |
Other advisers in New Orleans
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Carr's Hill Partners | New Orleans | $492.7 million | 8 | adviserinfo.sec.gov |
| Thirtynorth Investments, LLC | New Orleans | $467.8 million | Not listed | adviserinfo.sec.gov |
| Suncap Management | New Orleans | $380 million | Not listed | adviserinfo.sec.gov |
| Hancock Whitney Investment Services Inc. | New Orleans | $306.1 million | Not listed | adviserinfo.sec.gov |
| Search Fund Accelerator, LLC | New Orleans | $298.9 million | 8 | adviserinfo.sec.gov |
| Dumaine Investments LLC | New Orleans | $227 million | Not listed | adviserinfo.sec.gov |
| Equitas Capital Advisors,Llc | New Orleans | $214.2 million | 1 | adviserinfo.sec.gov |
| Bellingrath Wealth Management, L.L.C. | New Orleans | $196.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Orleans, LA
- Investment advisers in Louisiana
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Deane Retirement Strategies, Inc. on the SEC's adviser search
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.