RIA Intel›Advisers›Louisiana›OAKWATER FINANCIAL ADVISORS LLC

OAKWATER FINANCIAL ADVISORS LLC

Advisory

RUSTON, LA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$146K
across 105 accounts
AUM per adviser
$15M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$15M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients73
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

Advisers of similar size in LA

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

STOKES & HUBBELL CAPITAL MANAGEMENT INC
METAIRIE, LA
$15M
-95.6% 1Y
STOKES ASSET MANAGEMENT, LLC
NEW ORLEANS, LA
$16M
IBERIA ASSET MANAGEMENT, INC.
NEW ORLEANS, LA
$16M
-80.3% 1Y
BLUE CYPRESS WEALTH MANAGEMENT, LLC
$15M
MINTZ, STEPHEN M.
MONROE, LA
$15M
-87.6% 1Y
GREEN TURTLE CAPITAL MANAGEMENT, LLC
NEW ORLEANS, LA
$16M

Get the full picture on OAKWATER FINANCIAL ADVISORS LLC

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

Create a free account →See plans