ORLEANS CAPITAL MANAGEMENT CORP
Firm details
- Headquarters
- MANDEVILLE, Louisiana
- CRD number
- 111359
- Registered since
- August 2, 1991
- Website
- orleanscapital.com
- Custodians
- ARGENT TRUST, THE BANK OF NEW YORK MELLON, U.S. BANCORP INVESTMENTS, INC., HANCOCK WHITNEY INVESTMENT SERVICES INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- State / Municipal Government80.69%
- Charitable Organizations8.02%
- HNWI7.69%
- Insurance Companies2.79%
- Individuals0.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Orleans Capital Management Corp is a privately held investment adviser that has been SEC-registered since 1991. The firm serves both individual and institutional clients, offering portfolio management for individuals, small businesses, and for businesses or institutions. Its billing mixes a percentage-of-assets model with fixed fees. Orleans shows a clear tilt toward traditional, income-oriented investing—its ADV lists a fixed-income preference and a large allocation to U.S. government bonds—and it does not identify as an active ESG investor. Industry affiliations reported include roles as an other investment adviser, registered municipal advisor, trust company, banking or thrift institution, and insurance company.
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
- US Government Bonds47%
- Investment Grade Corp Bonds22%
- Cash & Cash Equivalents12%
- Exchange Traded Equities9%
- State & Local Bonds8%
Owners & executives
1 of 1CARRIE BROWN
Chief Compliance OfficerCRD 5653005
Contacts
3 of 8EMILY BECKER
PresidentCRD 2440584
ROBERT STRAUSS
Senior Portfolio ManagerCRD 2764924
CATHERINE JOHNSON
Senior Portfolio ManagerCRD 4604873
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$66.7M in ETFs
99%
$65.8M
0%
$867K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $5.8M | 43,760 | 8.72% |
Location
MANDEVILLE, LA
SAINT TAMMANY
Location
MANDEVILLE, LA
Headquartered in MANDEVILLE, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- SAINT TAMMANY
- Address
- 830 W Causeway Approach
- Time zone
- CT (UTC-6)
- Office locations
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