NEW ORLEANS, LACRD 127096Latest ADV March 23, 2026
Deane Retirement Strategies, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 23, 2026, reports $251M in regulatory assets under management, 5 employees, and 327 accounts.
Assets Under Management
$251M
Employees
5
Offices
--
Total Clients
137
Primary office
NEW ORLEANS, LA
2065 ENERGY CENTRE, 1100 POYDRAS STREET, NEW ORLEANS, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.9% of total clients.
Top client categories% of clientsClients
1
HNWI
59.9%
82
2
Individuals
40.1%
55
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of March 23, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$251M
Total Accounts327
10Y AUM Change+$121M (+93.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee27:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.