Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
116 clients
Average Client Portfolio
$13.6M average
Assets Under Management
$1.6B

Fee Structure

Financial Planning:Investment management only

OCM's advisory fee is paid quarterly, based on the market value of assets. Fees can vary based on factors like asset type, complexity, and scope of services. Clients may pay different fees, and similar services might be available from other advisors at lower costs. OCM could agree to a fixed fee arrangement or on a different billing interval.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

2201 Veterans Blvd, Suite 410, Metairie, LA, 70002

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Orleans Capital Management CORP
May 2025 - Present · 8 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.