Poydras Capital Partners logo

Poydras Capital Partners

Updated today

Client AUM

$25,851,894

Clients

51

Advisors

1

of 1 employees

About

Poydras Capital Partners is a single-advisor registered investment adviser managing approximately $26.7 million for about 51 clients, serving individuals (including both non‑high‑net‑worth and high‑net‑worth) and other investment advisers. The firm provides discretionary portfolio management, recommends and monitors third‑party money managers, and offers model portfolios as a sub‑adviser to a separate registered investment adviser.

The firm tailors strategies to client objectives and risk tolerance, using a mix of in‑house model portfolios and third‑party managers with primary allocations to equities, mutual funds, and ETFs, while also advising on municipal securities, corporate debt, REITs, options, and other instruments. Its brochure discloses a range of analytical methods (charting, fundamental and cyclical analysis), occasional short‑term trading and option strategies, and notes that tax efficiency is not a primary focus of its management approach.

Noteworthy operational details that distinguish the firm from many peers include that the firm’s managing member also serves as a registered representative of a broker‑dealer and may receive separate brokerage compensation, and that the managing member is involved in a charitable organization whose activities may involve client solicitation (the firm describes policies intended to mitigate related conflicts). The brochure also indicates the firm uses client testimonials in its advertising—an uncommon practice among solo independent advisers—and provides model portfolios to another adviser as a sub‑adviser.

Client services

Portfolio management Selection of other advisers Sub-advisory services

Expertise

Wealth management Concentrated stock management Retirement income strategy

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%

Commissions

Registered Representatives receive customary commissions on stock sales through Johnson Rice & Company L.L.C.

Main office

433 Metairie Road, Suite 220

Metairie LA 70005

Advisors at this office

1

Most active in

Florida · Louisiana · Texas

Also doing business as

Poydras Capital Partners · Poydras Capital Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
Warmer team member

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.

Find your advisor

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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")