Hancock Whitney Investment Services provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Hancock Whitney Investment Services reports 912 clients. They include 863 individual clients, 31 other clients, and 16 corporations and other businesses. Of its assets, 100.0% ($306M across 912 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 88% |
| High-net-worth individuals | <1% | 4% |
| Corporations and other businesses | 2% | 3% |
| Other | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 863 | $270M | 88.3% | $313K |
| High-net-worth individuals | 2 | $11.6M | 3.8% | $5.79M |
| Corporations and other businesses | 16 | $8.15M | 2.7% | $509K |
| Other | 31 | $16M | 5.2% | $517K |
| Total | 912 | $306M | 100% | $336K |
- Clients
- 863
- Regulatory AUM
- $270M
- AUM share
- 88.3%
- Avg. per client
- $313K
- Clients
- 2
- Regulatory AUM
- $11.6M
- AUM share
- 3.8%
- Avg. per client
- $5.79M
- Clients
- 16
- Regulatory AUM
- $8.15M
- AUM share
- 2.7%
- Avg. per client
- $509K
- Clients
- 31
- Regulatory AUM
- $16M
- AUM share
- 5.2%
- Avg. per client
- $517K
Total
- Clients
- 912
- Regulatory AUM
- $306M
- AUM share
- 100%
- Avg. per client
- $336K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Hancock Whitney Investment Services is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Hancock Whitney Corporation owns 75% or more of Hancock Whitney Investment Services. The leadership team of Hancock Whitney Investment Services includes President Miles Stuart Milton, Chief Financial Officer Anita Gregoire Schexnayder and Chief Compliance Officer Donna Bartlett. It has 49 employees.
Leadership
- Miles Stuart MiltonPresident/CEO and Director
- Anita Gregoire SchexnayderVice President/Chief Financial Officer & Director
- Donna BartlettBroker Dealer - Chief Compliance Officer
- Patricia Kives LoupeAssistant Secretary
- Stuart Todd NichoaldsAml/Bsa Officer
- John Mario Jr RigneyRIA-CCO/VP/Secretary & Director
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- Stephen Chaussard Cangelosi
- Richard L. Chauvin JR.
- David John Lundgren JR
- Bryan Scott McCaulley
- Andrea Panaitescu
- John Mario Rigney JR
- Martin Christopher Sirera
- Robert Paul Teten JR
Staff
- 49 employees
- 49 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Hancock Whitney Investment Services Inc.
Hancock Whitney Corporation
Control person · since March 2017
Hancock Whitney Investment Services’ regulatory assets fell from $802M (July 2021) to $306M (March 2026); clients fell from 2,308 to 912 and employees from 95 to 49.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $306M | 912 | 49 | 4 |
| March 2025 | $211M | 1,031 | 45 | 4 |
| April 2024 | $219M | 1,128 | 45 | 4 |
| March 2023 | $235M | 1,274 | 45 | 4 |
| June 2022 | $1.05B | 3,748 | 95 | 88 |
| July 2021 | $802M | 2,308 | 95 | 88 |
Besides its headquarters, Hancock Whitney Investment Services has 3 offices, with 4 listed addresses in Louisiana, Mississippi and Texas.
Louisiana · 2 listed addresses
- 701 Poydras St., Suite 3100, New OrleansHQ
- 445 North BLVD, Baton Rouge
Mississippi · 1 listed address
- 2510 14th Street, Gulfport
Texas · 1 listed address
- 3200 Kirby Drive., Suite 1100, Houston
Contact and registration details
- Legal name
- Hancock Whitney Investment Services Inc.
- Headquarters
- 701 Poydras St., Suite 3100, New Orleans, LA 70139
- Website
- Not reported
- Phone
- 504-586-7290
- SEC file
- 801-68420
- Structure
- Mississippi corporation
- Fiscal year end
- December
Hancock Whitney Investment Services does not have custody of client assets.
At year end, Hancock Whitney Investment Services’ separately managed accounts were mostly in funds (73%) and stocks (18%).
What the accounts hold
- Stocks18%
- Funds73%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Hancock Whitney Investment Services have?
Hancock Whitney Investment Services has 912 clients and manages $306 million for them, as of March 2026. They include 863 individual clients, 31 other clients, and 16 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does Hancock Whitney Investment Services offer?
Hancock Whitney Investment Services provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Hancock Whitney Investment Services have?
Hancock Whitney Investment Services has 6 investment adviser representatives registered with state securities authorities, out of 49 employees, and 49 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hancock Whitney Investment Services invest in?
At the end of its last fiscal year, Hancock Whitney Investment Services’ separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 18% exchange-traded equities, 4% cash and equivalents, 3% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hancock Whitney Investment Services?
Hancock Whitney Investment Services’ direct owner is Hancock Whitney Corporation (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does Hancock Whitney Investment Services get paid?
Hancock Whitney Investment Services is paid through a percentage of assets under management. 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
Is Hancock Whitney Investment Services registered with the SEC?
Yes, Hancock Whitney Investment Services has been registered with the SEC as an investment adviser since 24 October 2007. Its CRD number is 40637 and its SEC file number is 801-68420.
Source: Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record
How do I contact Hancock Whitney Investment Services?
Hancock Whitney Investment Services’ main office is at 701 Poydras St., Suite 3100, New Orleans, LA 70139. Its phone number is 504-586-7290.