Bernhard Capital Partners Management, Lp is a financial advisory firm based in Baton Rouge, Louisiana. It currently has approximately $3,431,505,745 of assets under management and employs about 34 people. Bernhard Capital Partners Management, Lp uses a fee structure of a percentage of assets under your management and performance-based fees.

Waters, Parkerson & Co., LLC is a registered investment adviser founded in 1933 and owned by J. Baldwin Montgomery, Devin J. Wakeman, David T. Pointer, Michael B. Whealdon, and L. Reiss Eagan. The firm offers discretionary and non-discretionary investment advisory services on a fee-only basis, with fees ranging from negotiable to 1.00% based on the market value of assets managed. The minimum annual fee is $10,000. Clients can receive consultation services on various matters without additional fees. The firm does not serve as an attorney, accountant, or insurance agent. Clients have the discretion to engage recommended professionals for non-investment purposes. Waters, Parkerson & Co., LLC does not participate in wrap fee programs and had $2,560,869,782 in assets under management on a discretionary basis as of December 31, 2024. The firm does not accept performance-based fees and primarily allocates client assets among individual equity and fixed income securities based on client objectives. Waters, Parkerson & Co., LLC recommends Schwab as a broker-dealer/custodian and does not receive compensation for client referrals. The firm may receive support services from Schwab but does not charge clients more for transactions. Clients can grant the firm investment discretion and impose restrictions as needed. The firm is responsible for voting client proxies and offers assistance with class-action matters through an unaffiliated service provider. Clients are encouraged to review financial planning issues annually. For further inquiries, clients can contact the Chief Compliance Officer, Julie W. Burlingame.

Sisung Investment Management Services, LLC (SIMS) is a registered investment advisor established in 1995, managing over $1 billion in assets for corporations, public institutions, and high net worth individuals. The firm's investment committee, with over a hundred years of combined experience, focuses on creating diversified portfolios with managed risks tailored to clients' needs. SIMS offers discretionary and non-discretionary advisory services, including investment supervisory services with a variety of securities such as exchange-listed securities, ETFs, and government and corporate debt. Clients receive continuous and regular supervisory services based on individual needs, including specific investment restrictions if desired. SIMS' fee structure is based on a percentage of assets under management, with negotiable management fees. The firm's investment strategies include Strategic Cash Management, Fixed Income Management, and Equity Management, utilizing fundamental, technical, and cyclical analysis to make informed investment decisions. SIMS does not sponsor Wrap Fee Programs and has no minimum account size requirement. The firm upholds a Code of Ethics to ensure client interests are prioritized, and clients receive periodic portfolio reviews and detailed reports. SIMS does not hold custody of client assets, and clients' securities are held at qualified custodians. The firm also provides proxy voting services and maintains transparency in its voting practices. SIMS is a fiduciary acting in clients' best interests and is registered with the SEC.

TruWealth Advisors, LLC is a registered investment adviser based in Metairie, LA, offering financial planning, consulting, and investment management services. Established in June 2020, the firm is owned by Charles Simmons and Christy Lynn Neal Simmons. TruWealth manages over $1.6 billion in assets on a discretionary basis. The firm provides a range of financial planning services, including retirement, estate, and investment planning. Clients can engage the firm for standalone services or comprehensive wealth management. TruWealth selects Independent Managers to manage client assets, evaluating their strategies and performance. The firm charges fees based on assets under management, with rates ranging from 0.60% to 1.50%. Additional fees apply for assets held with outside custodians and for advice on variable annuities and self-directed brokerage accounts. TruWealth exercises investment discretion, making decisions on securities transactions without client consent. The firm does not vote client securities and does not have custody of client funds. TruWealth has not been involved in any material legal or disciplinary events. Clients receive regular account reviews and statements from custodians. The firm has a code of ethics and discloses its brokerage practices and potential conflicts of interest.

Orleans Capital Management Corporation, established in 1991, is a registered investment advisor offering services to institutional clients and high net worth individuals. The firm specializes in domestic core fixed income and equity asset management. As of December 31, 2023, Orleans Capital managed $1,594,350,069 in assets for 208 accounts on a discretionary basis. Fees are negotiated with clients and can be based on a fixed amount or a percentage of assets managed, typically ranging from 1/4 of 1% to 1% per annum. The firm does not offer wrap fee programs and does not engage in performance-based fees or side-by-side management. Investment strategies include fixed income management focusing on stable cash flow and equity investments through the Strategic Dividend strategy. The firm emphasizes quality, sector selection, and risk management in its investment approach. Orleans Capital utilizes a team-based approach for portfolio management and conducts monthly reviews of client accounts. The firm upholds a strict Code of Ethics, prioritizing client interests and avoiding conflicts of interest. OCM does not receive compensation for client referrals and does not engage in principal or agency cross transactions. Clients' funds are held by a qualified custodian, and the firm has investment discretion, directing trades and managing client accounts within specified limitations. OCM votes proxies in clients' best interests and maintains a strong financial position.

Stokes Family Office LLC is a registered investment adviser founded in 2019 and owned by Gregory Stokes and Douglas Stokes. The firm offers Wealth Management, Retirement Plan Consulting, and Family Office Services. Clients can engage in discretionary or non-discretionary portfolio management, including private placements for Qualified Clients and Accredited Investors. The firm may allocate a portion of a portfolio to separate account managers based on individual client circumstances. Stokes Family Office tailors its services to meet clients' needs, continuously monitoring portfolios and conducting annual reviews. The firm charges fees based on assets under management, with Wealth Management fees ranging from 0.25% to 1.50%. Clients can impose reasonable restrictions on account management. Stokes Family Office recommends the use of custodial services from Fidelity, Schwab, or Pershing for investment accounts. The firm receives software and support from these custodians at no cost. Stokes Family Office does not participate in wrap fee programs and does not accept proxy voting authority. The firm does not have custody of client funds unless authorized for fee deductions. Stokes Family Office does not disclose financial information as it does not require prepayment exceeding $1,200 or have financial conditions impairing client commitments.

Maritime Partners, LLC is an investment advisory firm established in May 2015, specializing in providing advisory services to private funds focused on U.S. flagged maritime vessels and related assets. The firm, based in Metairie, Louisiana, manages approximately $3.06 billion in regulatory assets under management as of December 31, 2024. Maritime Partners offers discretionary asset management and investment advisory services to private pooled investment vehicles, with management fees typically ranging from 1.0% to 2.0% per annum based on the Fund's Governing Documents. Clients are primarily private funds with minimum capital commitments of at least $5,000,000, which may be waived at the discretion of the managing member. The firm's investment strategy is value-oriented and research-driven, focusing on identifying high-performing opportunities in the maritime industry. Potential risks for clients include the high-risk nature of investments, reliance on key personnel, and regulatory and operational risks associated with maritime investments. Maritime Partners acts as the general partner or managing member of the Funds, providing full discretionary authority over investment decisions. The firm does not engage in trading transactions on behalf of clients and compensates a placement agent for investor referrals. Clients receive audited financial statements within 120 days of the fiscal year-end. The firm's financial condition is deemed stable, with no bankruptcy petitions in the past ten years.

Advantage Capital is a financial advisory firm based in New Orleans, Louisiana. It currently has approximately $570,040,744 of assets under management and employs about 150 people. Advantage Capital uses a fee structure of performance-based fees and percentage of capital contributed.

Black Bay Energy Capital, LLC is a financial advisory firm based in New Orleans, Louisiana. It currently has approximately $534,524,143 of assets under management and employs about 8 people. Black Bay Energy Capital, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.