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⚲
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| Orleans Capital Management Corp
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|
|---|---|
| CRD # | 111359 |
| SEC # | 801-39597 |
| CIK # | 0001013234 |
| AUM | $2.1 B (2026-03-24) |
| Employees | 12 (50% Investors, 0% Brokers) |
| Phone | 504-592-4680 |
| Address | 830 West Causeway Approach Mandeville, LA 70471 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001013234 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.5 | ||
| Microsoft Corp | 5.6 | ||
| Alphabet Inc | 4.8 | ||
| Goldman Sachs Group Inc | 4.1 | ||
| J P Morgan Chase & Co | 3.7 | ||
| Caterpillar Inc | 3.5 | ||
| AbbVie Inc | 3.4 | ||
| FPL Group Inc | 3.3 | ||
| Home Depot Inc | 3.0 | ||
| Valero Energy Corp/Tx | 3.0 | ||
| United Technologies Corp /DE/ | 2.8 | ||
| Chevron Corp | 2.8 | ||
| Amazon Com Inc | 2.8 | ||
| Lockheed Martin Corp | 2.7 | ||
| Mastercard Inc | 2.4 | ||
| Facebook Inc | 2.3 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.2 | ||
| Duke Energy Corp | 2.1 | ||
| Thermo Fisher Scientific Inc | 2.1 | ||
| Broadcom Inc | 2.0 | ||
| Union Pacific Corp | 2.0 | ||
| Texas Instruments Inc | 1.9 | ||
| HSBC Holdings PLC | 1.9 | ||
| Procter & Gamble Co | 1.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 0.0 |
| (b) Individuals (high net worth individuals) | 34 | 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 | 0 | 0.0 |
| (h) Charitable organizations | 15 | 0.2 |
| (i) State or municipal government entities | 38 | 1.7 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 213 | 2.1 |
| By Discretionary | ||
| Discretionary | 213 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 213 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 213 | 2.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001013234] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Evolve Private Wealth LLC
✚
|
CA | 2.1 |
|
Ethos Financial Group LLC
✚
|
PA | 2.1 |
|
Financial Management Network Inc
✚
|
CA | 2.1 |
|
van Hulzen Asset Management LLC
✚
|
CA | 2.1 |
|
Pinnacle Wealth Planning Services Inc
✚
|
OH | 2.1 |
|
Next Capital Management LLC
✚
|
NY | 2.1 |
|
GMO Singapore PTE Limited
✚
|
2.1 | |
|
Suncoast Equity Management LLC
✚
|
FL | 2.1 |
|
American Capital Management Inc
✚
|
NY | 2.1 |
|
Transamerica Financial Advisors LLC
✚
|
PA | 2.1 |