DOUCET ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- NEW ORLEANS, Louisiana
- CRD number
- 141546
- Registered since
- May 1, 2025
- Website
- doucetcapital.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM
- Client types
- Corporations / Businesses71.19%
- HNWI21.45%
- Individuals7.36%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Doucet Asset Management, LLC is an equity-focused advisory firm that manages portfolios for both individual and institutional clients under a percentage-of-AUM fee model. The firm lists portfolio management for individuals, small businesses and for businesses or institutions as its primary advisory activities, and it favors an equities-first posture: exchange-traded equities represent its single largest holding category. Doucet supplements its equity allocations with third‑party alternative fund managers, using private equity, hedge funds, real estate and private credit to broaden sources of return and diversify away from liquid markets. The firm is not an active ESG investor and does not report multi‑state adviser status.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents20%
- Investment Grade Corp Bonds10%
- State & Local Bonds5%
Owners & executives
1 of 1CHRISTOPHER DOUCET
CEO and Portfolio ManagerCRD 1779104
Contacts
2 of 2REBECCA PURVIS
Director of Client RelationsCRD 5361951
SUZETTE DOUCET
Co-Founder and PartnerCRD 2252768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
NEW ORLEANS, LA
ORLEANS
Location
NEW ORLEANS, LA
Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- ORLEANS
- Address
- 601 Poydras St
- Time zone
- CT (UTC-6)
- Office locations
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