RIA IntelAdvisersLouisianaCALLAIS CAPITAL MANAGEMENT, LLC

CALLAIS CAPITAL MANAGEMENT, LLC

Advisory

THIBODAUX, LA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in LA
#130
of 142 advisers by AUM
Average account
$7M
across 8 accounts
AUM per adviser
$11M
5 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM
$55M
1-Year AUM Growth
3-Year CAGR
Employees
8
Assets Under Management
Total AUM$55M
Discretionary AUM$55M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients8
Team
Total Employees8
Investment Advisers5
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

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