RIA IntelAdvisersLouisianaAGULAR ASSET MANAGEMENT LLC

AGULAR ASSET MANAGEMENT LLC

Advisory

LA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account
$1M
across 17 accounts
AUM per adviser
$24M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM
$24M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

HTB WEALTH ADVISORS, LLC
BATON ROUGE, LA
$24M
CLEAR NET WORTH, L.L.C.
BATON ROUGE, LA
$24M
FENNER INVESTMENTS, L.L.C.
NEW ORLEANS, LA
$23M
+142.6% 1Y
ASSET MANAGEMENT SPECIALTIES, LLC
METAIRIE, LA
$23M
CREOLE WEALTH SOLUTIONS, LLC
$23M
CORNERSTONE FINANCIAL, LLC
MANDEVILLE, LA
$25M

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