RIA Intel›Advisers›Louisiana›TOCE FINANCIAL GROUP LLC

TOCE FINANCIAL GROUP LLC

Advisory

MANDEVILLE, LA

Data as of Jul 21, 2026 · Source: SEC Form ADV

Average account
$149K
across 129 accounts
AUM per adviser
$6M
3 advisers

Source: SEC Form ADV. Figures as filed Jul 21, 2026.

Total AUM
$19M
Discretionary %
100%
Clients
129
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$19M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients129
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in LA

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

WINCHESTER CAPITAL SERVICES, LLC
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+48.4% 1Y
DELIBERATE FINANCES, LLC
$19M
FBT ADVISORS, INC.
NEW ORLEANS, LA
$19M
0.0% 1Y
SYNERGY WEALTH ADVISORS, LLC
$20M

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