St. Denis J. Villere & Co., LLC logo

St. Denis J. Villere & Co., LLC

Updated today

Client assets under management

$901,144,535

Clients

323

59% high-net worth

Advisors

3

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

108

High

Average account size

$2,789,921

About

St. Denis J. Villere & Co., LLC provides discretionary and non-discretionary investment management to individuals, multi-generational families, institutions, retirement plans and registered investment companies. Services include portfolio construction and monitoring across publicly traded equities, fixed income and preferred stocks, trade execution, and periodic reporting; the firm also serves as investment adviser to the Villere Balanced Fund and the Villere Equity Fund.

The firm’s investment approach emphasizes long-term retention of common stocks and an objective to outperform the S&P 500 over a full market cycle, using a focused equity sleeve typically composed of 20–30 positions selected from an actively followed universe of about 100 names. Portfolios incorporate municipal and investment‑grade corporate bonds for stability when appropriate, are monitored with custom software, and are reviewed and reported quarterly with performance compared to selected indices.

Notable distinctions include that Villere manages affiliated mutual funds and accepts investment company clients—relationships that are uncommon among peers of its team size—and it provides regular performance comparisons to benchmarks. The firm also operates with a relatively large amount of assets per advisor, manages the majority of assets on a discretionary basis, and documents its research and trading practices (including soft‑dollar use and order aggregation) to support client oversight.

Client services

Portfolio management

Expertise

Active portfolio management

Fee options

Percentage

$0 - $5 million: 1.00% $5 million - $10 million: 0.75% $10 million+: 0.50%

Main office location

St. Denis J. Villere & Co., LLC

601 Poydras Street, Suite 1808

New Orleans LA 70130-6308, United States

Number of offices

1

Most active in

California · Florida · Louisiana · Mississippi · North Carolina · Tennessee · Texas · Virginia

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Lamar V

CFA®, Series 63

New Orleans, LA

St. Denis J. Villere & Co., LLC

Lamar Villere is a CFA® charterholder with 11 years of industry experience, currently serving at St. Denis J. Villere & Co., LLC since 2013. He is a member of the board of directors of the Barron Collier Corporation, a real estate development and management company in Naples, Florida. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, and retirement plans, managing equities, fixed income, and preferred stocks. The firm employs a concentrated, long-term equity strategy and manages two mutual funds, offering regular performance reporting and maintaining a multi-generational ownership structure.

Active portfolio management
user avatar

George Y

Series 63, Series 65

New Orleans, LA

St. Denis J. Villere & Co., LLC

George Young is a financial advisor at St. Denis J. Villere & Co., LLC in New Orleans, LA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with St. Denis J. Villere & Company since 1986. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, and retirement plans, including serving as adviser to two mutual funds. The firm focuses on a concentrated, long-term equity investment approach combined with shorter-duration fixed income for stability, managing approximately $1.53 billion in assets across a small advisory team.

Active portfolio management
user avatar

Stdenis V

Series 63

New Orleans, LA

St. Denis J. Villere & Co., LLC

Stdenis Villere is a financial advisor with St. Denis J. Villere & Co., LLC, holding a Series 63 designation and bringing 25 years of industry experience. He has been with St. Denis J. Villere & Co. since 1999 and has also worked at Quasar Distributors, LLC since 2015. Outside of his advisory role, Mr. Villere manages Acme Float Company, LLC, which provides children a Mardi Gras parade float, and serves on the advisory board of Resource Bank as well as the Eye, Ear, Nose, & Throat Hospital Investment Committee. St. Denis J. Villere & Co. offers investment advisory and portfolio management services to individuals, institutions, and retirement plans, including managing two mutual funds. The firm focuses on a concentrated, long-term equity approach combined with shorter-duration fixed income for stability, and provides regular performance reporting with benchmark comparisons.

Active portfolio management
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