RIA Intel›Advisers›Louisiana›CDS JAMES INVESTMENTS, LLC

CDS JAMES INVESTMENTS, LLC

Advisory

NEW ORLEANS, LA

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in LA
#136
of 142 advisers by AUM
Average account
$329K
across 148 accounts
AUM per adviser
$49M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$49M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$49M
Discretionary AUM$48M
Non-Discretionary AUM$494K
Discretionary %99%
Total Clients75
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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