AdvisorCensus / Financial advisors / Louisiana / New Orleans / Doucet Asset Management, LLC
Doucet Asset Management, LLC is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.
Quick answers
From the filingHow is Doucet Asset Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Doucet Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Doucet Asset Management, LLC located?
Doucet Asset Management, LLC's principal office is in New Orleans, LA, according to its Form ADV.
Is Doucet Asset Management, LLC registered with the SEC or a state?
Doucet Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 141546.
How much does Doucet Asset Management, LLC manage?
Doucet Asset Management, LLC reports $120,829,895 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (30% discretionary).
How have Doucet Asset Management, LLC's assets and staff changed since 2025?
In the Form ADV data for Doucet Asset Management, LLC: Regulatory assets under management: $132,591,731 in the October 2025 data and $120,829,895 in the October 2026 data, down 9%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Doucet Asset Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (35); corporations or other businesses not listed above (7); high net worth individuals (6).
Which custodians does Doucet Asset Management, LLC use?
Doucet Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists RBC Capital Markets, LLC as a custodian holding 10% or more of its separately managed account assets.
Does Doucet Asset Management, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/141546
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 19, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$120,829,895 as of October 2026, filing dated March 19, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $120,829,895 | 2 | March 19, 2026 |
| October 2025 | $132,591,731 | 2 | March 31, 2025 |
Regulatory assets under management: $132,591,731 in the October 2025 data and $120,829,895 in the October 2026 data, down 9%.
Total employees: 2 in October 2025 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Doucet Asset Management, LLC (CRD 141546): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/doucet-asset-management-llc-new-orleans-la-141546