NEW ORLEANS, LACRD 141546Latest ADV March 19, 2026
Doucet Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New Orleans, LA. Its latest Form ADV filing, dated March 19, 2026, reports $121M in regulatory assets under management, 2 employees, and 48 accounts.
Assets Under Management
$121M
Employees
2
Offices
--
Total Clients
48
Primary office
NEW ORLEANS, LA
601 POYDRAS STREET, SUITE 2655, 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 segmentIndividuals represent 72.9% of total clients.
Top client categories% of clientsClients
1
Individuals
72.9%
35
2
Corporations
14.6%
7
3
HNWI
12.5%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$121Mas of March 19, 2026
Discretionary30.2%
$36M
30% of total RAUM30.2%
Non-discretionary69.8%
$84M
70% of total RAUM69.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$121M
Total Accounts48
10Y AUM Change$-12M (-8.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee24:1
10Y Employee Change0 (0.0%)
* 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.