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Poydras Capital Partners

Updated today

Client assets under management

$25,851,894

Clients

51

33% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

51

High

Average account size

$506,900

About

Poydras Capital Partners is a single-advisor registered investment adviser managing approximately $26.7 million for about 51 clients, serving individuals (including both non‑high‑net‑worth and high‑net‑worth) and other investment advisers. The firm provides discretionary portfolio management, recommends and monitors third‑party money managers, and offers model portfolios as a sub‑adviser to a separate registered investment adviser.

The firm tailors strategies to client objectives and risk tolerance, using a mix of in‑house model portfolios and third‑party managers with primary allocations to equities, mutual funds, and ETFs, while also advising on municipal securities, corporate debt, REITs, options, and other instruments. Its brochure discloses a range of analytical methods (charting, fundamental and cyclical analysis), occasional short‑term trading and option strategies, and notes that tax efficiency is not a primary focus of its management approach.

Noteworthy operational details that distinguish the firm from many peers include that the firm’s managing member also serves as a registered representative of a broker‑dealer and may receive separate brokerage compensation, and that the managing member is involved in a charitable organization whose activities may involve client solicitation (the firm describes policies intended to mitigate related conflicts). The brochure also indicates the firm uses client testimonials in its advertising—an uncommon practice among solo independent advisers—and provides model portfolios to another adviser as a sub‑adviser.

Client services

Portfolio management Selection of other advisers Sub-advisory services

Expertise

Wealth management Concentrated stock management Retirement income strategy

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%

Commissions

Registered Representatives receive customary commissions on stock sales through Johnson Rice & Company L.L.C.

Main office location

Poydras Capital Partners

433 Metairie Road, Suite 220

Metairie LA 70005, United States

Number of offices

1

Most active in

Florida · Louisiana · Texas

Disclosures

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

Business activities & affiliations

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