Data / Investment advisers / Louisiana / Waters, Parkerson & Co., LLC
Waters, Parkerson & Co., LLC, New Orleans, LA: $2.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Waters, Parkerson & Co., LLC is an SEC registered investment adviser with its main office in New Orleans, Louisiana and reports $2.9 billion in regulatory assets under management in its Form ADV filed May 26, 2026. Its clients include high net worth individuals, charitable organizations and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Waters, Parkerson & Co., LLC (CRD number 3711): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 3711
- SEC file number
- 801-8754
- SEC status
- Approved, effective June 29, 1972
- Main office
- 601 Poydras Street Suite 2210, New Orleans, LA 70130
- Phone
- (504) 581-2022
- Website
- watersparkerson.com
- Regulatory AUM
- $2,859,829,975 in the Form ADV filed May 26, 2026
- Discretionary AUM
- $2,733,616,832
- Non discretionary AUM
- $126,213,143
- Accounts
- 1,916
- Employees
- 12, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 26, 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 | 471 | $2.26 billion |
| Charitable organizations | 25 | $185.9 million |
| Corporations or other businesses | 28 | $147.8 million |
| Individuals (other than high net worth individuals) | 270 | $141.4 million |
| Banking or thrift institutions | Fewer than 5 | $115.1 million |
| Pension and profit sharing plans | Fewer than 5 | $9.7 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 | $2.86 billion | March 31, 2026 |
| December 1, 2025 | $2.69 billion | March 31, 2025 |
Other advisers in New Orleans
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Newedge Advisors | New Orleans | $43.21 billion | Not listed | adviserinfo.sec.gov |
| Stokes Family Office LLC | New Orleans | $3.35 billion | Not listed | adviserinfo.sec.gov |
| St. Denis J. Villere & Co., LLC | New Orleans | $1.40 billion | Not listed | adviserinfo.sec.gov |
| Advantage Capital | New Orleans | $1.29 billion | 16 | adviserinfo.sec.gov |
| Montz Harcus Wealth Management | New Orleans | $876.3 million | Not listed | adviserinfo.sec.gov |
| Freegulliver, LLC | New Orleans | $836.6 million | 29 | adviserinfo.sec.gov |
| Black Bay Partners, LLC | New Orleans | $830.1 million | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Orleans, LA
- Investment advisers in Louisiana
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Waters, Parkerson & Co., LLC 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.