Hedge Fund Database

ORLEANS CAPITAL MANAGEMENT CORP

Adviser information for ORLEANS CAPITAL MANAGEMENT CORP last updated from Form ADV on February 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 10
Investment Advisory/Research 6
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 208 $1.6B
Non-Discretionary 0 $0
Total 208 $1.6B

Clients

Type Number RAUM
Individuals 12 $14.0M
HNW Individuals 48 $198.5M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $43.9M
Charitable organizations 17 $135.2M
State or municipal gov entities 21 $1.1B
Other investment advisers 0 $0
Insurance companies <5 $119.4M
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 7 $17.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 0

Services

Advisory Services Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-39597
SEC ERA File Number 801-39597
SEC CIK Numbers 1013234
SEC CRD Numbers 111359
Legal Entity Identifier None

Principal Office

830 WEST CAUSEWAY APPROACH
SUITE 1200
MANDEVILLE
LA
United States
Monday - Friday, 8:00AM TO 4:30PM
Tel: 504-592-4680, Fax: 504-592-4689

Websites

www.orleanscapital.com

Chief Compliance Officer

NINA ENGLISH
CHIEF COMPLIANCE OFFICER
2201 VETERANS BLVD, SUITE 410
METAIRIE
LA
United States
Tel: 504-592-4682
(Full email address available in API data)

Industry Affiliates

AMERITRUST INVESTMENT ADVISORS INC Other investment adviser, including financial planners
ARGENT ADVISORS, INC. Other investment adviser, including financial planners
ARGENT INSTITUTIONAL TRUST COMPANY Trust company
ARGENT INSURANCE SERVICES, LLC Insurance company or agency
ARGENT RETIREMENT PLAN ADVISORS, LLC Other investment adviser, including financial planners
ARGENT TRUST COMPANY Trust company
ARGENT WEALTH, LLC Other investment adviser, including financial planners
HIGHLAND CAPITAL MANAGEMENT, LLC Other investment adviser, including financial planners
SALEM TRUST COMPANY Trust company
WYNDEN CAPITAL MANAGEMENT, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BECKER, EMILY, CRANE Individual – PRESIDENT AND DIRECTOR 09/2004 < 5%
ABELE, RODNEY, JOHN Individual – VICE PRESIDENT & DIRECTOR 11/1991 < 5%
ENGLISH, NINA, WESSEL Individual – CHIEF COMPLIANCE OFFICER 10/2023 < 5%
ARGENT FINANCIAL GROUP, INC. Domestic Entity – OWNER 01/2024 > 75%
JOHNSON, CATHERINE, MEYER Individual – EXECUTIVE VICE PRESIDENT AND DIRECTOR 01/2023 < 5%

No. Employees, Historic

2010020202021202220232024202511 on 3/31/202011 on 6/30/202010 on 3/31/202110 on 3/31/20229 on 6/9/20229 on 6/29/202210 on 3/24/202310 on 4/26/202310 on 4/28/202310 on 4/28/202310 on 10/25/202310 on 10/30/202310 on 11/15/202310 on 11/20/202310 on 1/31/202410 on 2/2/202410 on 2/15/202410 on 2/22/2024

RAUM, Historic

2B1B02020202120222023202420251575300740 on 3/31/20201575300740 on 6/30/20201584685670 on 3/31/20211637636324 on 3/31/20221637636324 on 6/9/20221637636324 on 6/29/20221326186437 on 3/24/20231326186437 on 4/26/20231326186437 on 4/28/20231326186437 on 4/28/20231326186437 on 10/25/20231326186437 on 10/30/20231326186437 on 11/15/20231326186437 on 11/20/20231594350069 on 1/31/20241594350069 on 2/2/20241594350069 on 2/15/20241594350069 on 2/22/2024

No. Clients, Historic

3001500202020212022202320242025214 on 3/31/2020214 on 6/30/2020198 on 3/31/2021197 on 3/31/2022197 on 6/9/2022197 on 6/29/2022203 on 3/24/2023203 on 4/26/2023203 on 4/28/2023203 on 4/28/2023203 on 10/25/2023203 on 10/30/2023203 on 11/15/2023203 on 11/20/2023109 on 1/31/2024109 on 2/2/2024109 on 2/15/2024109 on 2/22/2024

Holdings

From latest 13F, filed August 23rd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
1/100 BERKSHITE HTWY CL A 100S COM 1M 200 –
ABBOTT LABS COM 2M 24K –
ABBVIE INC. COM COM 4M 21K –
ALPHABET INC CAP STK CL A COM 3M 17K –
AMAZON COM INC COM COM 2M 9K –
AMERICAN EXPRESS CO COM 1M 4K –
APPLE COMPUTER INC COM 11M 54K –
APPLIED MATLS INC COM 378K 2K –
BERKSHIRE HATHAWAY INC CL B COM 2M 4K –
CATERPILLAR INC COM 2M 7K –
CHEVRON TEXACO CORP COM COM 3M 19K –
COCA COLA CO COM 331K 5K –
CONOCOPHILLIPS COM COM 3M 22K –
COSTCO WHSL CORP NEW COM COM 5M 6K –
DUKE POWER CO COM 2M 23K –
ENTERPRISE PRODS PARTN COM COM 2M 64K –
FRANKLIN BSP LENDING C COM COM 119K 12K –
GOLDMAN SACHS GROUP COM COM 4M 8K –
HOME DEPOT INC COM 5M 16K –
HSBC HLDGS PLC SPON ADR NEW COM 1M 31K –
ISHARES TR NASDQ BIO INDX COM 414K 3K –
ISHARES TR S&P NA TECH FD COM 455K 5K –
ISHARES TR U.S. MED DVC ETF COM 3M 48K –
J P MORGAN CHASE & CO COM COM 3M 14K –
LINDE PLC SHS COM 1M 3K –
LOCKHEED MARTIN CORP COM COM 4M 8K –
MASTERCARD INC CL A COM 3M 7K –
METLIFE INC COM COM 2M 27K –
MICROCHIP TECHNOLOGY COM COM 2M 20K –
MICROSOFT CORP COM 10M 22K –
MONDELEZ INTL INC CL A COM 449K 7K –
MOTOROLA SOLUTIONS INC COM NEW COM 2M 4K –
NEXTERA ENERGY INC COM COM 3M 46K –
ODYSSEY GROUP INTL INC COM COM 48K 1M –
OIL SVC HOLDRS TR DEPOSTRY RCP COM 1M 5K –
PEPSICO INC COM 1M 9K –
PHILLIPS 66 COM COM 299K 2K –
POWERSHARES ETF TRUST AERSPC D COM 3M 28K –
PROCTER & GAMBLE COM 3M 19K –
PROGRESSIVE CORP OHIO COM COM 1M 6K –
RAYTHEON TECHNOLOGIES COM COM 3M 26K –
S Y BANCORP INC COM COM 358K 7K –
SELECT SECTOR SPDR TR COMMUNIC COM 6M 68K –
SELECT SECTOR SPDR TR SBI CONS COM 4M 20K –
SELECT SECTOR SPDR TR SBI CONS COM 660K 9K –
SELECT SECTOR SPDR TR SBI HEAL COM 570K 4K –
SELECT SECTOR SPDR TR SBI INT- COM 388K 3K –
SELECT SECTOR SPDR TR TECHNOLO COM 8M 36K –
STREETTRACKS GOLD TR GOLD SHS COM 645K 3K –
STRYKER CORP COM COM 1M 3K –
TAIWAN SEMICONDUCTOR SPONSORED COM 859K 5K –
TEXAS INSTRUMENTS COM 3M 15K –
THERMO FISHER SCIENTIF COM COM 3M 5K –
TRACTOR SUPPLY CO COM COM 2M 9K –
UMH PPTYS INC COM COM 272K 17K –
UNION PAC CORP COM 3M 13K –
UNITED HEALTHCARE COM 4M 7K –
VALERO ENERGY CORP NEW COM COM 2M 15K –
VANECK VECTORS ETF TR SEMICOND COM 6M 21K –
VANGUARD INDEX FDS REIT ETF COM 337K 4K –
VANGUARD WORLD FDS INF TECH ET COM 2M 3K –
VERIZON COMMUNICATIONS COM COM 1M 24K –
WASTE MGMT INC DEL COM COM 686K 3K –
ZOETIS INC CL A COM 1M 8K –
FEDERATED INVESTORS KAUFMANN F COM 96K 17K –
ISHARES TR DJ SEL DIV INX COM 321K 3K –
MARKET VECTORS ETF TR PFD SEC COM 228K 13K –
SCHWAB CAP TR S&P 500IDX SEL COM 315K 4K –
SPDR INDEX SHS FDS PORTFOLIO D COM 346K 10K –
SPDR S&P 500 ETF TR TR UNIT COM 1M 2K –
SPDR S&P MIDCAP 400 ET UTSER1 COM 423K 791 –
VANGUARD INDEX FDS GROWTH ETF COM 426K 1K –
VANGUARD INDEX FDS S&P 500 ETF COM 213K 425 –
VANGUARD INDEX FDS TOT STKIDX COM 657K 5K –
VANGUARD INDEX TR STK MRK VIPE COM 1M 5K –
VANGUARD SPECIALIZED P DIV APP COM 339K 2K –