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Teddy Theriot

Advisor at Belle River Capital Management LLC

Updated today

Firm

Belle River Capital Management LLC

Location

Prairieville, LA

Credentials

Series 63, Series 65

Industry experience

19 years

About

Teddy Theriot is a financial advisor at Belle River Capital Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Theriot Walston Inc. for 10 years before joining his current firm in 2023. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations, including pension and profit-sharing plans. The firm customizes advisory services to clients’ investment objectives, combining fundamental and technical analysis with third-party research, and offers a wrap fee program alongside institutional client services.

Client services

Based on Belle River Capital Management LLC

Portfolio management

Expertise

Based on Belle River Capital Management LLC

Active portfolio management

Fee options

Percentage

$0+: 0.50% annually $0+: up to 1.20% annually

Other

Account minimum: $100,000

Location

Prairieville, LA

Most active in

California · Louisiana · Texas

Work history

Belle River Capital Management LLC

2023 - Present (3 years)

Theriot Walston Inc.

2013 - 2023 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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