Orleans Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Orleans Capital Management reports 105 clients. They include 38 state or municipal government entities, 34 high-net-worth individuals and 18 individual clients. Of its assets, 100.0% ($2.13B across 213 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 17% | <1% |
| High-net-worth individuals | 32% | 8% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | 14% | 8% |
| State or municipal government entities | 36% | 81% |
| Other client typesInsurance companies; Corporations and other businesses | Not reported | 3% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 18 | $11.1M | 0.5% | $616K |
| High-net-worth individuals | 34 | $163M | 7.7% | $4.81M |
| Pension and profit-sharing plans | Fewer than 5 | $4.75M | 0.2% | — |
| Charitable organizations | 15 | $171M | 8.0% | $11.4M |
| State or municipal government entities | 38 | $1.72B | 80.7% | $45.2M |
| Insurance companies | Fewer than 5 | $59.4M | 2.8% | — |
| Corporations and other businesses | Fewer than 5 | $1.53M | 0.1% | — |
| Total | 105 | $2.13B | 100% | — |
- Clients
- 18
- Regulatory AUM
- $11.1M
- AUM share
- 0.5%
- Avg. per client
- $616K
- Clients
- 34
- Regulatory AUM
- $163M
- AUM share
- 7.7%
- Avg. per client
- $4.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.75M
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 15
- Regulatory AUM
- $171M
- AUM share
- 8.0%
- Avg. per client
- $11.4M
- Clients
- 38
- Regulatory AUM
- $1.72B
- AUM share
- 80.7%
- Avg. per client
- $45.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $59.4M
- AUM share
- 2.8%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.53M
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 105
- Regulatory AUM
- $2.13B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Orleans Capital Management is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Argent Financial Group, Inc. owns 75% or more of Orleans Capital Management. The leadership team of Orleans Capital Management includes President Emily Becker and Chief Compliance Officer Carrie Brown. It has 12 employees, 6 of them in advisory roles.
Staff
- 12 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 75% or more of Orleans Capital Management Corp
Argent Financial Group, Inc.
Control person · since January 2024
Orleans Capital Management’s regulatory assets grew from $1.58B (March 2021) to $2.13B (September 2026); clients fell from 198 to 105 and employees rose from 10 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $2.13B | 105 | 12 | 7 |
| Mar 2025March 2025 | $1.58B | 116 | 11 | 3 |
| Feb 2024February 2024 | $1.59B | 109 | 10 | 3 |
| Apr 2023April 2023 | $1.33B | 203 | 10 | 4 |
| Jun 2022June 2022 | $1.64B | 197 | 9 | 3 |
| Mar 2021March 2021 | $1.58B | 198 | 10 | 3 |
Besides its headquarters, Orleans Capital Management has 6 offices, with 7 listed addresses across 3 states.
Louisiana · 3 listed addresses
- 830 West Causeway Approach, Suite 1200, MandevilleHQ
- 2201 Veterans BLVD, Metairie
- 333 Texas Street, Shreveport
Texas · 3 listed addresses
- 3838 Oak Lawn Ave, Dallas
- 755 E Mulberry, San Antonio
- 4200 S. Hulen St, Fort Worth
Oklahoma · 1 listed address
- 621 N. Robinson Ave., Oklahoma City
Contact and registration details
- Legal name
- Orleans Capital Management Corp
- Headquarters
- 830 West Causeway Approach, Suite 1200, Mandeville, LA 70471
- Website
- orleanscapital.com
- Phone
- 504-592-4680
- SEC file
- 801-39597
- Structure
- Delaware corporation
- Fiscal year end
- December
Orleans Capital Management’s named custodians for separately managed accounts include Argent Trust ($605M, 41%), BNY Mellon Capital Markets ($370M, 25%) and U.S. Bancorp Investments ($283M, 19%). Orleans Capital Management does not have custody of client assets.
- BNY Mellon Capital MarketsBNY Mellon Capital Markets, LLC · Pittsburgh, PA · $370M25%
- Hancock Whitney Investment ServicesHancock Whitney Investment Services Inc. · New Orleans, LA · $228M15%
- U.S. Bancorp InvestmentsU.S. Bancorp Investments, Inc. · Saint Paul, MN · $283M19%
- Argent TrustArgent Trust Company · Ruston, LA · $605M41%
At year end, Orleans Capital Management’s separately managed accounts were mostly in bonds (77%) and cash (12%).
What the accounts hold
- Stocks9%
- Bonds77%
- U.S. government and agency bonds47%
- Investment grade corporate bonds22%
- State and local bonds8%
- Cash12%
- Other2%
- Asset backed securities2%
How many clients does Orleans Capital Management have?
Orleans Capital Management has 105 clients and manages $2.13 billion for them, as of September 2026. They include 38 state or municipal government entities, 34 high-net-worth individuals and 18 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 September 2026
What services does Orleans Capital Management offer?
Orleans Capital Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Orleans Capital Management use?
Orleans Capital Management’s separately managed account assets are held at Argent Trust Company (Ruston, LA), with $605M, BNY Mellon Capital Markets, LLC (Pittsburgh, PA), with $370M, U.S. Bancorp Investments, Inc. (Saint Paul, MN), with $283M and Hancock Whitney Investment Services Inc. (New Orleans, LA), with $228M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 September 2026
How many financial advisors does Orleans Capital Management have?
Orleans Capital Management has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 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 Orleans Capital Management invest in?
At the end of its last fiscal year, Orleans Capital Management’s separately managed accounts held 47% U.S. government and agency bonds, 22% investment grade corporate bonds, 12% cash and equivalents, 9% exchange-traded equities, 8% state and local bonds and 2% other. The 2% other category is described as: Asset Backed Securities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Orleans Capital Management?
Orleans Capital Management’s direct owner is Argent Financial Group, Inc. (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 September 2026
How does Orleans Capital Management get paid?
Orleans Capital Management is paid through a percentage of assets under management and fixed fees. 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
How do I contact Orleans Capital Management?
Orleans Capital Management’s main office is at 830 West Causeway Approach, Suite 1200, Mandeville, LA 70471. Its phone number is 504-592-4680. Its website is orleanscapital.com.