Cane Capital Partners, LLC logo

Cane Capital Partners, LLC

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Client assets under management

$268,301,471

Clients

315

35% high-net-worth

Advisors

4

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

79

High

Average account size

$851,751

About

The firm provides ongoing investment supervisory services and financial planning, and also advises on IRA rollovers and directs certain clients to third‑party money managers. Its client base includes individuals and high‑net‑worth individuals as well as pension/profit‑sharing plans and corporate or business entities.

Cane Capital Partners constructs an Investment Policy Statement for each client and offers both discretionary and non‑discretionary portfolio management, employing fundamental and cyclical analysis alongside long‑ and short‑term trading. The firm routinely uses options strategies (covered calls, short puts, long calls), margin transactions, and implements tailored options overlays and tax‑management techniques such as taxable swaps to manage exposure and tax outcomes.

Notably, the firm has a formal arrangement to engage an outside manager to implement customized options overlays and liquidity/tail‑risk hedging—an affiliation that is uncommon among similar team firms. In addition, several supervised persons maintain ownership interests in external real‑estate and operating businesses; these outside activities and the economic benefits the firm receives from custodians are disclosed and managed under the firm’s compliance policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Tax-loss harvesting Real estate investing

Occupation focus

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%

Main office location

Cane Capital Partners, LLC

11739 Ferdinand Street

Saint Francisville LA 70775, United States

Number of offices

1

Most active in

Alabama · California · Colorado · Florida · Louisiana · Michigan · Tennessee · Texas

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

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
user avatar

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 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KG&L Capital Management LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a member of Three Rivers Consulting Group, LLC, which advises landowners on mineral leasing activities. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis to guide portfolio construction and employs active derivatives strategies, including options overlays and tax-management techniques, to manage client portfolios.

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

Michael W

Series 63, Series 65

Saint Francisville, LA

Cane Capital Partners, LLC

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.

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

Hugh U

Series 63, Series 65

Aspen, CO

Cane Capital Partners, LLC

Hugh Uhalt Jr. is a financial advisor with Cane Capital Partners, LLC and holds Series 63 and Series 65 credentials. He has 20 years of industry experience, including prior roles at KG&L Capital Management, LLC and Kingfish Asset Management. Outside of his advisory work, he is a partner and owner in a real estate management firm. Cane Capital Partners provides investment advisory services to a diverse client base, including individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis along with active derivatives strategies and formalized external manager arrangements to guide portfolio construction.

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