BATON ROUGE, LACRD 142202Latest ADV February 20, 2026
Advisor.Investments is an SEC registered investment adviser organized as a limited liability company with a primary office location in Baton Rouge, LA. Its latest Form ADV filing, dated February 20, 2026, reports $199M in regulatory assets under management, 6 employees, 7 offices, and 316 accounts.
Assets Under Management
$199M
Employees
6
Offices
7 offices
Total Clients
168
Primary office
BATON ROUGE, LA
4870 BLUEBONNET BLVD., SUITE B, BATON ROUGE, LA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 53.0% of total clients.
Top client categories% of clientsClients
1
Individuals
53.0%
89
2
HNWI
47.0%
79
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$199Mas of February 20, 2026
Discretionary93.0%
$185M
93% of total RAUM93.0%
Non-discretionary7.0%
$14M
7% of total RAUM7.0%
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$199M
Total Accounts316
10Y AUM Change+$58M (+41.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee28:1
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.