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| Happy Holidays!! thanks for using AUM13F!! |
| Orleans Capital Management Corp
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| CRD # | 111359 |
| SEC # | 801-39597 |
| CIK # | 0001013234 |
| AUM | $1.6 B (2025-03-27) |
| Employees | 11 (64% Investors, 0% Brokers) |
| Phone | 504-592-4680 |
| Address | 830 West Causeway Approach Mandeville, LA 70471 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.7 | ||
| Apple Inc | 10.0 | ||
| Costco Wholesale Corp /NEW | 6.4 | ||
| Home Depot Inc | 5.4 | ||
| Goldman Sachs Group Inc | 5.4 | ||
| J P Morgan Chase & Co | 4.5 | ||
| Mastercard Inc | 4.0 | ||
| Alphabet Inc | 4.0 | ||
| AbbVie Inc | 3.9 | ||
| United Technologies Corp /DE/ | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 0.0 |
| (b) Individuals (high net worth individuals) | 62 | 0.2 |
| (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 | 1 | 0.0 |
| (h) Charitable organizations | 16 | 0.1 |
| (i) State or municipal government entities | 20 | 1.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 209 | 1.6 |
| By Discretionary | ||
| Discretionary | 209 | 1.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 209 | 1.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.6 | |
| Total | 209 | 1.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001013234] |
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|---|---|---|
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Financial Security Advisory Inc
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VA | 1.6 |
|
Financial Synergies Wealth Advisors Inc
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TX | 1.6 |
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A&M Private Wealth Partners LLC
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FL | 1.6 |