Orleans Capital Management CORP
Assets Under Management
$1.6B
Number of Clients
116
Number of Advisors
5
Average Client AUM
$13.6M
AUM per Advisor
$315.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Orleans Capital Management (OCM) offers discretionary investment advisory services to institutional and retail clients. OCM allocates client assets among fixed income and equity securities, mutual funds, and ETFs. OCM does not provide financial planning or related consulting services. OCM is wholly owned and controlled by Argent Financial Group, Inc.
Fee Structure
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
Location
830 West Causeway Approach, Suite 1200, Mandeville, LA, 70471