Hancock Whitney Investment Services 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 $306M in regulatory assets under management, 49 employees, 3 offices, and 912 accounts.
Assets Under Management
$306M
Employees
49
Offices
3 offices
Total Clients
912
Primary office
NEW ORLEANS, LA
701 POYDRAS ST., SUITE 3100, NEW ORLEANS, LA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.6% of total clients.
Top client categories% of clientsClients
1
Individuals
94.6%
863
2
Irrevocable Trusts/Estates
3.4%
31
3
Corporations
1.8%
16
4
HNWI
0.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of March 23, 2026
Discretionary100.0%
$306M
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$306M
Total Accounts912
10Y AUM Change$-96M (-23.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees49
Clients per Employee19:1
10Y Employee Change-24 (-32.9%)
* 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.