A complete list of active advisors currently associated with Poydras Capital Partners

Warmer can help you find a great advisor at Poydras Capital Partners or one who fits your needs even better.

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.

To learn more about the advisors currently working at Poydras Capital Partners, 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.