Waters, Parkerson & Co, LLC
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 3711
- Registered since
- June 29, 1972
- Website
- www.watersparkerson.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.03%
- Charitable Organizations6.5%
- Corporations / Businesses5.17%
- Individuals4.94%
- Banking / Thrift Institutions4.02%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Waters, Parkerson & Co, LLC is an independent, individually owned registered investment adviser that has been SEC-registered since 1972. The firm provides financial planning and discretionary portfolio management primarily for individuals, families and small-business clients, and it also serves some institutional relationships. Fee arrangements include a percentage-of-AUM component alongside fixed-fee engagements. Waters, Parkerson is equity-focused in its investment posture and does not identify as an active ESG investor. The firm was named one of CNBC’s Top 100 Financial Advisory Firms in 2025.
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 Equities70%
- Investment Grade Corp Bonds11%
- Cash & Cash Equivalents7%
- State & Local Bonds5%
- Public Funds/Mutual Funds5%
Owners & executives
1 of 1
Julia Burlingame
Chief Compliance OfficerCRD 1819993
Contacts
3 of 7
Devin Wakeman
Co-Managing PartnerCRD 5435505
John Rive
CRD 7722965
Jonathan Montgomery
Co-Managing PartnerCRD 4356767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$118M in ETFs
100%
$118M
0%
$236K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $36.2M | 120,637 | 30.74% |
Location
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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