Orleans Capital Management Corp
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Overview
Orleans Capital Management Corp is an advisory company headquartered in Mandeville, Louisiana. The firm manages $1.3 billion in assets under management over 203 accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). It has a small team, including 5 financial advisors. Orleans Capital Management Corp is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as bonds, stocks and options.
Orleans Capital Management Corp manages all of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell decisions for the client's account are made by a portfolio manager without requiring client approval. The investment advisory firm's average account size is $6.5 million. An average financial advisor at Orleans Capital Management Corp oversees around 41 client accounts, placing it towards the middle in terms of personalization.
The firm's headquarters is located at 830 West Causeway Approach, Mandeville, Louisiana 70471. Orleans Capital Management Corp is legally allowed to provide services to customers across 9 states, including Alabama, Florida, Georgia, Michigan, New Hampshire, Oklahoma, Texas, Massachusetts and Louisiana.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Orleans Capital Management Corp by the Numbers
$1.3 billion
10
203
$6.5 million
Fee Structure
Fees for financial management usually are based on the type of financial services offered. However, fees charged by Orleans Capital Management Corp most likely consist of any blend of the following fee structures: asset-based or fixed. The company does not provide a wrap fee program, in which the company offers a service bundle for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Orleans Capital Management Corp manages money for a broad range of clients. Orleans Capital Management Corp caters to retail investors, high net worth investors, pension plans, charitable organizations, state or municipal government entities, insurance companies and corporations. Out of its 203 customers, Orleans Capital Management Corp's biggest client type by number of accounts is retail investors, although it also manages money for 57 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 28.08%
- Other Individuals - 38.92%
- Corporations - 20.69%
- Charitable Organizations - 12.32%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Orleans Capital Management Corp does not have any disclosures.
Please visit its Form ADV for more details.
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