Billeaud Capital Management, LLC is a large advisory firm based in Lafayette. It manages $401.13 million of regulatory assets for 1,099 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Louisiana and Texas.
Billeaud Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Billeaud Capital Management, LLC is $401.13 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Billeaud Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Billeaud Capital Management is high net worth individuals with 59 clients and $144.64 million of assets under management. Among the 8 most similar advisory firms, Billeaud Capital Management has the lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $401.13 million for 440 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Billeaud Capital Management doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 5 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Joseph Steckler Billeaud has served as the Chief Investment Officer since 1 Sep 2004. Inc Jsb Investment Holdings joined the executive team most recently as the Member.
The principal office where Billeaud Capital Management, LLC performs its advisory services is located at 1018 Harding St., Suite 104, Lafayette, LA 70503 The mailing address of the firm is P.O. Box 51162, Lafayette, LA 70505. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 337-233-7758 or by fax 337-233-9193. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at billeaudcapital.com.