ORLEANS CAPITAL MANAGEMENT CORP

830 West Causeway Approach
Suite 1200
Mandeville, Louisiana 70471
Tel: 504-592-4680

About ORLEANS CAPITAL MANAGEMENT CORP

ORLEANS CAPITAL MANAGEMENT CORP, formally registered with the SEC as ORLEANS CAPITAL MANAGEMENT CORP. The firm was established in 08/02/1991. They have over 3 offices throughout the country.

ORLEANS CAPITAL MANAGEMENT CORP is a Mandeville, Louisiana based Financial Planning firm with nearly $1,326,186,437 assets under management, offering retirement planning & investment advisory services to 203 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111359
SEC#	801-39597
Assets Managed by Firm	$1,326,186,437
No. of Clients	203
No. of Advisors	10

Fee Structure

A Percentage of AUM
Fixed Fees

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	203	$1,326,186,437
Individuals (other than high net worth individuals)	79	$92,754,890
High net worth individuals	57	$107,627,797
Pension and profit sharing plans	3	$36,306,500
Charitable organizations	25	$129,889,708
Corporations or other businesses	12	$17,737,203

Inquire with ORLEANS CAPITAL MANAGEMENT CORP

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NEWEDGE ADVISORS 858 Camp Street New Orleans, LA, 70130	$12,683,180,123	48067	499
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,431,505,745	10	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,302,559,870	1808	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 201 St. Charles Avenue, Suite 4240 New Orleans, LA, 70170-1048	$1,954,920,079	12	7
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$1,673,599,482	6108	36

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