Hancock Whitney Investment Services Inc

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Assets, Funds, Holdings

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Hancock Whitney Investment Services Inc
CRD #40637
SEC #801-68420
CIK #0001009952
AUM $210.6 M (2025-03-21)
Employees 45 (100% Investors, 0% Brokers)
Phone504-586-7290
Address701 Poydras St
New Orleans, LA 70139
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
120096072048024002000200820172026
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 ($B)
7.56.04.53.01.50.02013201720212025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 994 199.1
(b) Individuals (high net worth individuals) 0 0.0
(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 9 2.6
(n) Other 28 8.9
Total 1,031 210.6
By Discretionary
Discretionary 1,031 210.6
Non-Discretionary 0 0.0
Total 1,031 210.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 210.6
Total 1,031 210.6
EDGAR Form CIK 2011 - 2025
13F-HR [0001009952]
13F-NT [0001009952]
Comparable Firms State AUM ($B)
Blueline Advisors LLC
NH 0.2
Cambridge Wealth Advisors LLC
0.2
Anson Capital Inc
GA 0.2
McDermott Investment Advisors LLC
FL 0.2
Evergreen Wealth Management LLC
MI 0.2
Argo Wealth Advisory LLC
VA 0.2
Illumine Investment Management LLC
WA 0.2
Consilium LLC
0.2
Friday Financial Inc
IA 0.2
IFS Group LLC
PA 0.2
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