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Parish Investment Advisors LLC

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Client assets under management

$88,936,852

Clients

114

39% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

57

Typical

Average account size

$780,148

About

Parish Investment Advisors serves individual and high‑net‑worth clients as well as retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, financial consulting, and pension consulting. The firm manages client assets on an asset‑based fee basis and may recommend third‑party money managers or model portfolios as part of its services.

The firm tailors investment advice to each client’s objectives and monitors and rebalances accounts on an ongoing basis, using firm‑developed models or sub‑advisers where appropriate. In addition to one‑on‑one advisory services, the firm provides participant education and conducts investment‑related seminars and enrollment meetings for retirement plan participants.

Distinctive features include that the firm is also a licensed insurance agency, so advisors may offer insurance products (with commissions separate from advisory fees), and that it explicitly provides free educational seminars to plan participants as part of its pension consulting work. The practice operates with a small advisory team managing under $100 million in client assets, combining individualized portfolio management with plan‑level education and consulting.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees ranging from $1,500 to $2,500 for financial planning, consulting, and pension consulting services

Percentage

$0 - $100,000: 1.35% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 1.05% $5,000,001+: 0.95%

Commissions

Insurance commissions earned by licensed agents affiliated with the firm, separate from advisory fees

Project-based

$95 per hour for financial planning, consulting, and pension consulting services

Other

Fee-only: Hourly fee of $95/hour; Fixed fees ranging from $1,500 to $2,500 for financial planning and consulting services

Main office location

Parish Investment Advisors LLC

2701 Johnston St, Suite 211

Lafayette LA 70503, United States

Number of offices

1

Most active in

More info

Louisiana · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 337-205-3234

Advisors at this firm

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Lana D

Series 66

Lafayette, LA

Parish Investment Advisors LLC

Lana Dauterive is a financial advisor with Parish Investment Advisors LLC in Lafayette, LA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at First Horizon Advisors, infinex Investments, Inc., and Iberia Bank. She has been with Parish Investment Advisors since 2021. Parish Investment Advisors LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches based on modern portfolio theory, fundamental analysis, and other strategies, while also offering retirement plan participant education and employer plan seminars.

Wealth management Retirement plans for business owners (SEP, solo 401k)
user avatar

Collin D

Series 66

Lafayette, LA

Parish Investment Advisors LLC

Collin Dauterive is a financial advisor at Parish Investment Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Parish Investment Advisors since 2016, following a year at Capital One Investing, LLC. Parish Investment Advisors LLC serves individuals, employee benefit plans, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and pension consulting services. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches that include custom allocations and model portfolios, with methodologies such as modern portfolio theory and fundamental analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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