Parish Investment Advisors LLC
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About
Parish Investment Advisors serves individual and high‑net‑worth clients as well as retirement plans, offering discretionary and non‑discretionary portfolio management, financial planning, financial consulting, and pension consulting. The firm manages client assets on an asset‑based fee basis and may recommend third‑party money managers or model portfolios as part of its services.
The firm tailors investment advice to each client’s objectives and monitors and rebalances accounts on an ongoing basis, using firm‑developed models or sub‑advisers where appropriate. In addition to one‑on‑one advisory services, the firm provides participant education and conducts investment‑related seminars and enrollment meetings for retirement plan participants.
Distinctive features include that the firm is also a licensed insurance agency, so advisors may offer insurance products (with commissions separate from advisory fees), and that it explicitly provides free educational seminars to plan participants as part of its pension consulting work. The practice operates with a small advisory team managing under $100 million in client assets, combining individualized portfolio management with plan‑level education and consulting.
Client services
Expertise
Fee options
Fixed fees ranging from $1,500 to $2,500 for financial planning, consulting, and pension consulting services
$0 - $100,000: 1.35% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $5,000,000: 1.05% $5,000,001+: 0.95%
Insurance commissions earned by licensed agents affiliated with the firm, separate from advisory fees
$95 per hour for financial planning, consulting, and pension consulting services
Fee-only: Hourly fee of $95/hour; Fixed fees ranging from $1,500 to $2,500 for financial planning and consulting services
Main office
2701 Johnston St, Suite 211
Lafayette LA 70503
Advisors at this office
2
Most active in
Louisiana · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
Advisors at this firm
Lana D
Series 66
Lafayette, LA
Parish Investment Advisors LLC
Lana Dauterive is a financial advisor with Parish Investment Advisors LLC in Lafayette, LA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at First Horizon Advisors, infinex Investments, Inc., and Iberia Bank. She has been with Parish Investment Advisors since 2021. Parish Investment Advisors LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches based on modern portfolio theory, fundamental analysis, and other strategies, while also offering retirement plan participant education and employer plan seminars.
Collin D
Series 66
Lafayette, LA
Parish Investment Advisors LLC
Collin Dauterive is a financial advisor at Parish Investment Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Parish Investment Advisors since 2016, following a year at Capital One Investing, LLC. Parish Investment Advisors LLC serves individuals, employee benefit plans, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and pension consulting services. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches that include custom allocations and model portfolios, with methodologies such as modern portfolio theory and fundamental analysis.
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