A complete list of active advisors currently associated with deMauriac LLC
Warmer can help you find a great advisor at deMauriac LLC or one who fits your needs even better.
The firm manages roughly $40 million across about 212 client relationships and provides ongoing portfolio management and financial planning to individuals, high‑net‑worth clients, charitable organizations, and retirement plans, including 401(k) sponsorships and pension consulting. Services include development of individualized Investment Policy Statements, discretionary portfolio management, and referrals to third‑party advisers for plan and institutional solutions. The firm’s investment process emphasizes long‑term trading informed by a mix of fundamental, quantitative, technical, cyclical analysis and modern portfolio theory, and generally uses mutual funds, equities, ETFs, fixed‑income securities (including TIPS) and insurance products such as annuities. It documents client risk tolerance in an IPS, seeks discretionary authority for trading, and relies on custodial and platform providers for execution and fee administration—naming Charles Schwab for custody and several 401(k) platform partners for plan services. Distinctive features include an unusually high number of clients per advisor for an independent firm and an affiliated insurance business through which commissionable insurance products may be offered (a disclosed conflict of interest). The firm also provides less common services for its peer group—pension consulting and institutional plan work, paid educational seminars and group CFP‑on‑demand sessions, and estate‑planning access via the Snug platform—alongside its retail portfolio management.
To learn more about the advisors currently working at deMauriac LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 12
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")