RIA Intel›Advisers›Louisiana›ASSET MANAGEMENT SPECIALTIES, LLC

ASSET MANAGEMENT SPECIALTIES, LLC

Advisory

METAIRIE, LA

Data as of May 1, 2026 · Source: SEC Form ADV

Average account

$95K

across 239 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients157

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

157 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in LA

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

FENNER INVESTMENTS, L.L.C.

NEW ORLEANS, LA

$23M

CREOLE WEALTH SOLUTIONS, LLC

$23M

AGULAR ASSET MANAGEMENT LLC

$24M

IRONWOOD INVESTMENT ADVISERS, LLC

$21M

GOODWOOD ADVISORS, LLC

BATON ROUGE, LA

$21M

HTB WEALTH ADVISORS, LLC

BATON ROUGE, LA

$24M

Get the full picture on ASSET MANAGEMENT SPECIALTIES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ASSET MANAGEMENT SPECIALTIES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans