RIA IntelAdvisersLouisianaFRANCIS CAPITAL MANAGEMENT, INC.

FRANCIS CAPITAL MANAGEMENT, INC.

Advisory

LA

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$501K
across 65 accounts
AUM per adviser
$33M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$33M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$33M
Discretionary AUM$33M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

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

MCFADDEN, DAVID LESTER
BATON ROUGE, LA
$33M
0.0% 1Y
PAN AMERICAN INVESTMENT ADVISERS INC
NEW ORLEANS, LA
$33M
-40.5% 1Y
UNION CAPITAL MANAGEMENT CORP
$31M
GEM STREET CAPITAL MANAGEMENT, LLC
$31M
STABILITY FINANCIAL, LLC
MARRERO, LA
$30M
PLANNING FOR WEALTH, LLC
MONROE, LA
$30M
+0.0% 1Y

Get the full picture on FRANCIS CAPITAL MANAGEMENT, INC.

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

Create a free account →See plans