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Michael Wayne Word

Advisor at Cane Capital Partners, LLC — Saint Francisville, LA Ferdinand Street

Updated today

Credentials

Series 63, Series 65

Experience

30 years

Location

Saint Francisville, LA 70775

Cane Capital Partners, LLC logo

Cane Capital Partners, LLC

Supported

Total advisors

4

Across 2 offices

Clients per advisor

79 High

Avg AUM per client

$851,751 Typical

HNW client ratio

35% Typical

About

Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.

Client services

Based on Cane Capital Partners, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Cane Capital Partners, LLC

Options & derivatives strategies Tax-loss harvesting Real estate investing

Occupation focus

Based on Cane Capital Partners, LLC

Executive Founder/Business Owner

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Fee options

Percentage

$0 - $2,000,000: 1.50% $2,000,001 - $4,000,000: 1.25% $4,000,001+: 0.75%

Location

See office

Saint Francisville, LA Ferdinand Street

11739 Ferdinand Street

Saint Francisville LA 70775

Advisors at this office

3

Most active in

Alabama · Louisiana · Texas

Work history

30 years of industry experience

Cane Capital Partners, LLC

2025 - Present • 1 year

Saint Francisville, LA

KG&L Capital Management, LLC

2020 - Present • 6 years

Saint Francisville, LA

Frontier Solutions, LLC

2014 - Present • 12 years

Atlanta, GA

Summit Financial Wealth Advisors

2012 - Present • 14 years

Lafayette, LA

Vere Asset Management, Llc

2011 - Present • 15 years

Baton Rouge, LA

Vere Asset Management, Inc

2011 - 2020 • 9 years

Collierville, TN

Cetera Advisors LLC

2009 - 2009 • 1 year

Baton Rouge, LA

Stanford Group Company

2001 - 2009 • 8 years

LA

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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Matthew W

Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
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Christophe L

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at KG&L Capital Management LLC and Charles Schwab. Outside of his advisory role, he is involved in mineral lease consulting through Three Rivers Consulting Group, LLC. Cane Capital Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, utilizing fundamental and cyclical analysis, options strategies, and tax management techniques.

Options & derivatives strategies Tax-loss harvesting Real estate investing Executive Founder/Business Owner
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Andrew S

Series 65

Saint Francisville, LA

KG Capital Management, LLC

Andrew Sessions is a financial advisor with KG Capital Management, LLC, holding a Series 65 designation and beginning his industry career in 2026. Prior to joining KG Capital Management, he worked with the Fellowship of Christian Athletes and Wellspire Financial Group. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients by providing portfolio management, financial planning, retirement plan services, and ERISA plan consulting. The firm uses fundamental and cyclical analysis with strategies that include active trading tools and offers both discretionary and non-discretionary management options.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Gabriel K

Series 66

Saint Francisville, LA

KG Capital Management, LLC

Gabriel Kora III is a financial advisor at KG Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with both Purshe Kaplan Sterling Investments Inc. and KG Capital Management since 2012. Outside of advisory services, he participates in mineral lease consulting and advises landowners through his involvement with Three Rivers Consulting Group, LLC. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm provides both discretionary and non-discretionary management using fundamental and cyclical analysis, and its advisory program includes the use of active trading tools and derivatives, distinguishing it from typical team-sized firms.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Yvette P

Saint Francisville, LA

KG Capital Management, LLC

Yvette Poret Crochet is a financial advisor with KG Capital Management, LLC and has 12 years of industry experience. She is also a partner at Latuso & Johnson, CPA, LLC, a CPA firm. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and arranging third-party money managers. The firm’s investment process incorporates fundamental and cyclical analysis to guide asset allocation and security selection.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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Daniel P

Saint Francisville, LA

KG Capital Management, LLC

Daniel Pritchard is a financial advisor at KG Capital Management, LLC with 12 years of experience at the firm and over 40 years as a CPA running his own accounting practice. He has been with KG Capital Management since 2014 and maintains an active CPA firm with no commission-based income. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services, financial planning, and access to third-party money managers. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of trading strategies within separately managed accounts.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Active portfolio management Founder/Business Owner Retired
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