St. Denis J. Villere & Co., LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$901,144,535
Clients
323
Advisors
4
of 5 employees
About
St. Denis J. Villere & Co. provides discretionary and non‑discretionary portfolio management to a mix of individual investors, multi‑generational family accounts, institutions and retirement plans, and until recently served as adviser to proprietary mutual funds. The firm manages publicly traded equities, fixed income and preferred stocks, performs trade execution and ongoing portfolio monitoring, and produces regular custodial and performance reporting for clients.
The firm’s investment approach emphasizes traditional, relatively concentrated equity portfolios—typically 20–30 holdings drawn from an actively followed universe of about 100 stocks—combined with municipal and investment‑grade fixed income to address client objectives. Research is driven by company reports, analyst contact and in‑house monitoring, with a stated objective to outperform the S&P 500 over a full market cycle and routine reporting that compares portfolio performance to selected indices.
Compared with many peers, Villere has managed proprietary investment company assets and acted as adviser to its own mutual funds, a relationship it is in the process of closing and liquidating as of mid‑2026, and it operates with a small advisory team overseeing roughly $1.4 billion in client assets (resulting in high AUM per advisor). The firm does not market standalone financial planning services, discourages smaller accounts, and provides explicit performance comparisons in client reporting—features that distinguish it from many similarly sized team advisers.
Client services
Expertise
Demographic focus
Fee options
$0 - $5 million: 1% $5 million - $10 million: 0.75% $10 million+: 0.50%
Fee-only: Fees are computed quarterly in arrears as a percentage of assets managed and may be deducted from custodial accounts or billed directly.
Main office
601 Poydras Street, Suite 1808
New Orleans LA 70130-6308
Advisors at this office
4
Most active in
California · Florida · Louisiana · Mississippi · North Carolina · Tennessee · Texas · Virginia
Also doing business as
St. Denis J. Villere & Co. · St. Denis J. Villere & Co., LLC · St. Denis J. Villere & Company, L.L.C. · Vallere St Denis J & Co · Villere St Denis J & Co
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.
Quick links
Advisors at this firm
Lamar V
CFA®, Series 63
New Orleans, LA
St. Denis J. Villere & Co., LLC
Lamar Villere is a CFA® charterholder with 11 years of industry experience, currently serving at St. Denis J. Villere & Co., LLC since 2013. He is a member of the board of directors of the Barron Collier Corporation, a real estate development and management company in Naples, Florida. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, and retirement plans, managing equities, fixed income, and preferred stocks. The firm employs a concentrated, long-term equity strategy and manages two mutual funds, offering regular performance reporting and maintaining a multi-generational ownership structure.
George Y
Series 63, Series 65
New Orleans, LA
St. Denis J. Villere & Co., LLC
George Young is a financial advisor at St. Denis J. Villere & Co., LLC in New Orleans, LA, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has been with St. Denis J. Villere & Company since 1986. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, and retirement plans, including serving as adviser to two mutual funds. The firm focuses on a concentrated, long-term equity investment approach combined with shorter-duration fixed income for stability, managing approximately $1.53 billion in assets across a small advisory team.
St Denis V
New Orleans, LA
St. Denis J. Villere & Co., LLC
St Denis Villere is a financial advisor at St. Denis J. Villere & Co., LLC with five years of industry experience. The firm has been in operation since 1965 and is based in New Orleans, LA. St. Denis J. Villere & Co. provides investment advisory and portfolio management services to individual clients, institutions, retirement plans, and serves as investment adviser to two mutual funds. The firm follows a concentrated, long-term equity investment approach and manages approximately $1.53 billion in assets with a focus on publicly traded equities, fixed income, and preferred stocks.
Stdenis V
Series 63
New Orleans, LA
St. Denis J. Villere & Co., LLC
Stdenis Villere is a financial advisor with St. Denis J. Villere & Co., LLC, holding a Series 63 designation and bringing 25 years of industry experience. He has been with St. Denis J. Villere & Co. since 1999 and has also worked at Quasar Distributors, LLC since 2015. Outside of his advisory role, Mr. Villere manages Acme Float Company, LLC, which provides children a Mardi Gras parade float, and serves on the advisory board of Resource Bank as well as the Eye, Ear, Nose, & Throat Hospital Investment Committee. St. Denis J. Villere & Co. offers investment advisory and portfolio management services to individuals, institutions, and retirement plans, including managing two mutual funds. The firm focuses on a concentrated, long-term equity approach combined with shorter-duration fixed income for stability, and provides regular performance reporting with benchmark comparisons.
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