Cane Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$268,301,471
Clients
315
Advisors
4
across 2 offices
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
Expertise
Occupation focus
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $4,000,000: 1.25% $4,000,001+: 0.75%
Main office
See office11739 Ferdinand Street
Saint Francisville LA 70775
Advisors at this office
3
Offices (2)
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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.
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.
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.
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.
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