# Orleans Capital Management Corp

> Orleans Capital Management Corp is an SEC-registered investment advisory firm in Mandeville, LA, registered since 1991, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.

- CRD: 111359
- Filed as: ORLEANS CAPITAL MANAGEMENT CORP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mandeville, LA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111359
- AdvisorCensus page: https://advisorcensus.com/firm/orleans-capital-management-corp-mandeville-la-111359

## Quick answers

**How is Orleans Capital Management Corp compensated?**
On its Form ADV (Item 5.E, October 2026), Orleans Capital Management Corp reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Orleans Capital Management Corp located?**
Orleans Capital Management Corp's principal office is in Mandeville, LA, according to its Form ADV; the October 2026 filing also lists 6 other offices (Schedule D, Section 1.F).

**Is Orleans Capital Management Corp registered with the SEC or a state?**
Orleans Capital Management Corp is an SEC-registered investment advisory firm, registered since 1991. Status as filed: Approved. CRD 111359.

**How much does Orleans Capital Management Corp manage?**
Orleans Capital Management Corp reports $2,126,643,309 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (100% discretionary).

**How have Orleans Capital Management Corp's assets and staff changed since 2021?**
In the Form ADV data for Orleans Capital Management Corp: Regulatory assets under management: $1,584,685,670 in the October 2021 data and $2,126,643,309 in the October 2026 data, up 34%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Orleans Capital Management Corp serve?**
By number of clients on Form ADV Item 5.D: state or municipal government entities (including government pension plans) (38); high net worth individuals (34); individuals (other than high net worth individuals) (18).

**Which custodians does Orleans Capital Management Corp use?**
Orleans Capital Management Corp's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Argent Trust (affiliated with the firm), BNY Mellon Capital Markets, LLC, Hancock Whitney Investment Services Inc. and U.S. Bancorp Investments, Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Orleans Capital Management Corp 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/111359

**What changed in Orleans Capital Management Corp's recent Form ADV filings?**
In the October 2026 filing data: Added an office in Fort Worth, TX.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Argent Trust (affiliated with the firm)
- BNY Mellon Capital Markets, LLC
- Hancock Whitney Investment Services Inc.
- U.S. Bancorp Investments, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,126,643,309
- Discretionary: $2,126,643,309
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $11,082,428 |
| High net worth individuals | 34 | $163,492,023 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,746,034 |
| Charitable organizations | 15 | $170,540,785 |
| State or municipal government entities (including government pension plans) | 38 | $1,715,889,780 |
| Insurance companies | Fewer than 5 | $59,359,121 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,533,138 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1991 (35 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NH, OK, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Dallas, TX
- Fort Worth, TX
- Metairie, LA
- Oklahoma City, OK
- San Antonio, TX
- Shreveport, LA

### Websites listed on Form ADV (Item 1.I)
- orleanscapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,584,685,670 | 10 | March 31, 2021 |
| October 2022 | $1,637,636,324 | 9 | June 29, 2022 |
| October 2023 | $1,326,186,437 | 10 | April 28, 2023 |
| October 2024 | $1,594,350,069 | 10 | February 22, 2024 |
| October 2025 | $1,579,097,376 | 11 | March 27, 2025 |
| October 2026 | $2,126,643,309 | 12 | September 14, 2026 |

Regulatory assets under management: $1,584,685,670 in the October 2021 data and $2,126,643,309 in the October 2026 data, up 34%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Added an office in Fort Worth, TX.

### April 2026
- Employees performing advisory functions went from 7 to 6.
- Regulatory assets under management went from $1,579,097,376 to $2,126,643,309 (+35%).
- Added an office in Dallas, TX.
- Added an office in San Antonio, TX.
- Added an office in Shreveport, LA.
- No longer lists an office in Nashville, TN.
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in AL, FL, GA, MA, MI, RI.

### December 2025
- Added an office in Oklahoma City, OK.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Orleans Capital Management Corp (CRD 111359): Form ADV filing data as of October 2026.