|
⚲
|
| Keyboard |
| Hancock Whitney Investment Services Inc
✚
|
|
|---|---|
| CRD # | 40637 |
| SEC # | 801-68420 |
| CIK # | 0001009952 |
| AUM | 306.1 M (2026-03-23) |
| Employees | 49 (100% Investors, 0% Brokers) |
| Phone | 504-586-7290 |
| Address | 701 Poydras St New Orleans, LA 70139 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.1 | ||
| Tesla Motors Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Home Depot Inc | 0.0 | ||
| Chevron Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 863 | 270.3 |
| (b) Individuals (high net worth individuals) | 2 | 11.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 8.1 |
| (n) Other | 31 | 16.0 |
| Total | 912 | 306.1 |
| By Discretionary | ||
| Discretionary | 912 | 306.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 912 | 306.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 306.1 | |
| Total | 912 | 306.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001009952] | |
| 13F-NT | [0001009952] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Serves | Institutional, Retail |
| LEI | 254900PJ7SNKYPK21W02 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Heritage Asset Advisors Ltd LLP
✚
|
306.6 M | |
|
Blue Sky Capital Consultants Group Inc
✚
|
CA | 306.3 M |
|
Hendershott Wealth Management LLC
✚
|
IN | 305.8 M |
|
Finer Wealth Management Inc
✚
|
MA | 305.8 M |
|
Winans International
✚
|
NV | 305.6 M |
|
Varra Wealth Management LLC
✚
|
CO | 305.6 M |
|
Joel Adams and Associates Inc
✚
|
NC | 305.6 M |
|
Lwealth LLC
✚
|
TX | 305.5 M |
|
Victoria Capital Management Inc
✚
|
SC | 305.5 M |
|
Keeler Thomas Management LLC
✚
|
UT | 305.5 M |