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 independent registered investment adviser organized as an LLC. The firm appears to serve both individual/family and institutional clients and reports portfolio management services for individuals, small businesses, and institutions. Its business model charges fees based on a percentage of assets under management. Regulatory data flag the firm as not acting as a capital allocator and not positioning itself as an ESG-focused manager. Ownership is reported as a mix of a domestic entity and an individual. The firm's ADV lists its SEC registration year as 2025. Advisory services are delivered in both discretionary and non-discretionary formats.
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 1
Christopher 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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