{"url":"https://nivawealth.com/firms/going-cpas-and-wealth-advisors-117104","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117104","regulatoryAum":160825856,"crd":"117104","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7860241","suffix":null,"lastName":"Andrepont","firstName":"Kaleb","middleName":"Blake"},{"crd":"4105144","suffix":null,"lastName":"CART","firstName":"DARREN","middleName":"JOSEPH"},{"crd":"7860236","suffix":null,"lastName":"Dabney","firstName":"Seth","middleName":"Edmund"},{"crd":"7859800","suffix":null,"lastName":"George","firstName":"William","middleName":"Kyle"},{"crd":"7224053","suffix":null,"lastName":"Hayes","firstName":"Scott","middleName":"D"},{"crd":"4472747","suffix":null,"lastName":"LEBOUEF","firstName":"CRAIG","middleName":"C"},{"crd":"6751704","suffix":null,"lastName":"Ledoux","firstName":"Charles","middleName":"Matthew"},{"crd":"7123760","suffix":"Jr.","lastName":"Roy","firstName":"Robert","middleName":"A"},{"crd":"7687577","suffix":null,"lastName":"Spellman","firstName":"Amy","middleName":"Broussard"}],"total":9,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-132882","legalName":"Going Cpas & Wealth Advisors, LLP","displayName":"Going Cpas & Wealth Advisors","slug":"going-cpas-and-wealth-advisors-117104","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/going-cpas-wealth-advisors/","founded":null,"organization":"Louisiana limited liability partnership","fiscalYearEnd":"December","headquarters":{"street":"2811 South Union","city":"Opelousas","state":"LA","stateName":"Louisiana","country":"United States","postalCode":"70570"},"tradeNames":[],"registration":{"secApproved":"4 August 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":442868.3734567901,"staff":{"employees":11,"advisory":9,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":160825856,"discretionary":160825856,"discretionaryAccounts":601,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":286,"regulatoryAum":66785611},{"label":"High-net-worth individuals","clients":38,"regulatoryAum":76703742},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":3649503},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":11247091},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":2439909}],"feePrograms":[{"role":"other","program":"Financial Planning and General Consulting","summary":"Financial planning and general consulting are billed hourly at $125 to $225, depending on personnel and scope; the hourly rates are not negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051928","versionId":1051928,"submittedOn":"2026-07-16","documentName":"GOING, SEBASTIEN, FISHER & LEBOUEF, LLP BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T12:24:38.105652+00:00","documents":[{"name":"GOING, SEBASTIEN, FISHER & LEBOUEF, LLP BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051928","versionId":1051928,"submittedOn":"2026-07-16"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":160825856}],"custodyNote":"Going Cpas & Wealth Advisors has custody of $12.3M for 3 clients.","otherCustodians":[],"leadership":[{"name":"Craig Lebouef","title":"Chief Compliance Officer, Member","crd":"4472747"},{"name":"Kaleb Andrepont","title":"Member","crd":"7860241"},{"name":"Darren Cart","title":"Member","crd":"4105144"},{"name":"Donald Fisher","title":"Member","crd":"4472726"},{"name":"Scott Hayes","title":"Member","crd":"7224053"},{"name":"Charles Ledoux","title":"Member","crd":"6751704"},{"name":"Robert Roy","title":"Member","crd":"7123760"},{"name":"Matthew Sebastien","title":"Member","crd":"4472741"},{"name":"Amy Spellman","title":"Member","crd":"7687577"}],"ownership":[{"label":"Craig C. Lebouef, CPA, L.L.C.","detail":"Limited partner in the 10% to 25% ownership band, since January 2009."},{"label":"Darren J. Cart, CPA, L.L.C.","detail":"Limited partner in the 10% to 25% ownership band, since January 2009."},{"label":"C. Matthew Ledoux, CPA, L.L.C.","detail":"Limited partner in the 10% to 25% ownership band, since January 2016."},{"label":"Robert A. Roy, JR., LLC","detail":"Limited partner in the 10% to 25% ownership band, since February 2019."},{"label":"Scott D Hayes Cpas LLC","detail":"Limited partner in the 10% to 25% ownership band, since January 2020."},{"label":"Amy B Spellman CPA LLC","detail":"Limited partner in the 10% to 25% ownership band, since January 2023."},{"label":"Kaleb B. Andrepont CPA LLC","detail":"Limited partner in the 10% to 25% ownership band, since January 2026."},{"label":"Craig Lebouef","detail":"Indirect owner: a managing member of Craig C. Lebouef, CPA, L.L.C. in the 75% or more band and a control person, since December 2008.","parent":"Craig C. Lebouef, CPA, L.L.C."},{"label":"Darren Cart","detail":"Indirect owner: a managing member of Darren J. Cart, CPA, L.L.C. in the 75% or more band and a control person, since December 2008.","parent":"Darren J. Cart, CPA, L.L.C."},{"label":"Matthew Sebastien","detail":"Indirect owner: a managing member of M. Scott Sebastien, CPA, L.L.C. in the 75% or more band and a control person, since December 2008.","parent":"M. Scott Sebastien, CPA, L.L.C."},{"label":"Donald Fisher","detail":"Indirect owner: a managing member of Donald E. Fisher, CPA, L.L.C. in the 75% or more band and a control person, since December 2008.","parent":"Donald E. Fisher, CPA, L.L.C."},{"label":"Charles Ledoux","detail":"Indirect owner: a managing member of C. Matthew Ledoux, CPA, L.L.C. in the 75% or more band and a control person, since January 2016.","parent":"C. Matthew Ledoux, CPA, L.L.C."},{"label":"Robert Roy","detail":"Indirect owner: a managing member of Robert A. Roy, JR., LLC in the 75% or more band and a control person, since February 2019.","parent":"Robert A. Roy, JR., LLC"},{"label":"Scott Hayes","detail":"Indirect owner: a managing member of Scott D Hayes Cpas LLC in the 75% or more band and a control person, since January 2020.","parent":"Scott D Hayes Cpas LLC"},{"label":"Amy Spellman","detail":"Indirect owner: a managing member of Amy B Spellman CPA LLC in the 75% or more band and a control person, since January 2023.","parent":"Amy B Spellman CPA LLC"},{"label":"Kaleb Andrepont","detail":"Indirect owner: a managing member of Kaleb B. Andrepont CPA LLC in the 75% or more band and a control person, since January 2026.","parent":"Kaleb B. Andrepont CPA LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":2,"privateResidences":0},"listedOfficeAddresses":3,"foreignOffices":[],"officesByState":[{"state":"Louisiana","offices":3,"addresses":[{"street":"2811 South Union","city":"Opelousas","headquarters":true},{"street":"1700 Kaliste Saloom Road","city":"Lafayette"},{"street":"1101 East Admimral Doyle DR.","city":"New Iberia"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"337-942-3041","stateRegisteredReps":9,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":2},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":6},{"label":"Securities issued by registered investment companies or business development companies","percent":88},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":1,"detail":"Certificates of Deposit"}],"privateFunds":0},"sources":{"adv1FilingDate":"10 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/117104/PDF/117104.pdf","brochureDate":"16 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051928","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Going Cpas & Wealth Advisors have?","answer":"Going Cpas & Wealth Advisors has 324 clients and manages $161 million for them, as of August 2026. They include 286 individual clients and 38 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Going Cpas & Wealth Advisors offer?","answer":"Going Cpas & Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Going Cpas & Wealth Advisors use?","answer":"Going Cpas & Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $161M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Going Cpas & Wealth Advisors have?","answer":"Going Cpas & Wealth Advisors has 9 investment adviser representatives registered with state securities authorities, out of 11 employees, and 9 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Going Cpas & Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Going Cpas & Wealth Advisors’ separately managed accounts held 88% registered funds (mutual funds, ETFs, BDCs), 6% investment grade corporate bonds, 2% exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Certificates of Deposit.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Going Cpas & Wealth Advisors?","answer":"Going Cpas & Wealth Advisors is owned through holding companies by Craig Lebouef, Darren Cart, Charles Ledoux, Robert Roy, Scott Hayes and 2 others. Its direct owners are Craig C. Lebouef, CPA, L.L.C. (10% to 25%), Darren J. Cart, CPA, L.L.C. (10% to 25%), C. Matthew Ledoux, CPA, L.L.C. (10% to 25%), Robert A. Roy, JR., LLC (10% to 25%), Scott D Hayes Cpas LLC (10% to 25%), Amy B Spellman CPA LLC (10% to 25%), Kaleb B. Andrepont CPA LLC (10% to 25%), Matthew Sebastien (75% or more) and Donald Fisher (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Going Cpas & Wealth Advisors get paid?","answer":"Going Cpas & Wealth Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Going Cpas & Wealth Advisors?","answer":"Going Cpas & Wealth Advisors’ main office is at 2811 South Union, Opelousas, LA 70570. Its phone number is 337-942-3041.","source":"Form ADV Part 1A, Item 1.F, filed 10 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}