deMauriac LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,090,974
This total excludes 3 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
212
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
212
Very HighAverage account size
$170,240
About
The firm manages roughly $40 million across about 212 client relationships and provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and retirement plans, including 401(k) sponsorships and pension consulting. Services include development of individualized Investment Policy Statements, discretionary portfolio management, and referrals to third‑party advisers for plan and institutional solutions.
The firm’s investment process emphasizes long‑term trading informed by a mix of fundamental, quantitative, technical, cyclical analysis and modern portfolio theory, and generally uses mutual funds, equities, ETFs, fixed‑income securities (including TIPS) and insurance products such as annuities. It documents client risk tolerance in an IPS, seeks discretionary authority for trading, and relies on custodial and platform providers for execution and fee administration—naming Charles Schwab for custody and several 401(k) platform partners for plan services.
Distinctive features include an unusually high number of clients per advisor for an independent firm and an affiliated insurance business through which commissionable insurance products may be offered (a disclosed conflict of interest). The firm also provides less common services for its peer group—pension consulting and institutional plan work, paid educational seminars and group CFP‑on‑demand sessions, and estate‑planning access via the Snug platform—alongside its retail portfolio management.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Women Professionals
Fee options
Educational seminars/workshops fee $50 - $75 per session
$0 - $500,000: 1.5% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001+: 0.75%
Insurance products sold through licensed insurance agent activities, commissions apply
$500 to $1,500 per hour
Account minimum: $25,000 Minimum fee: $120 per year minimum fee which may be waived at discretion
Main office location
deMauriac LLC
401 Saint Joseph St, Suite 2 A
New Orleans LA 70130, United States
Number of offices
1
Most active in
deMauriac LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Louisiana · Maine · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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