AdvisorCensus / Financial advisors / Louisiana / Baton Rouge, LA / Charles Schwab
Financial advisors in Baton Rouge, LA using Charles Schwab
8 SEC-registered investment advisory firms headquartered in the Baton Rouge, LA metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advisor.investments | Baton Rouge | SEC-registered investment adviser | $100 million to $500 million |
| Brian LOW Financial Group, LLC | Baton Rouge | SEC-registered investment adviser | $100 million to $500 million |
| Cane Capital Partners, LLC | Saint Francisville | SEC-registered investment adviser | $100 million to $500 million |
| Evans Investment Advisors, L.L.C. | Baton Rouge | SEC-registered investment adviser | $100 million to $500 million |
| Fortune 45, LLC. | Gonzales | SEC-registered investment adviser | $100 million to $500 million |
| JCN Financial & Tax Advisory Group, LLC | Baton Rouge | SEC-registered investment adviser | $100 million to $500 million |
| KG Capital Management, LLC | Saint Francisville | SEC-registered investment adviser | $100 million to $500 million |
| Pelican Investment Advisors, LLC | Baton Rouge | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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