Cane Capital Partners, LLC

RIASEC Registered
Total AUM
$284M
Discretionary
$284M
100% of AUM
Avg account
$457K
Accounts
622
Employees
5
Advisory reps
5

Firm details

Headquarters
Saint Francisville, Louisiana
CRD number
337468
Registered since
August 26, 2025
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI81.9%
  • Individuals12.54%
  • Corporations / Businesses2.71%
  • Pension & Profit Sharing Plans2.36%
  • Charitable Organizations0.49%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cane Capital Partners, LLC is an independent RIA organized as an LLC and registered with the SEC in 2025. The firm operates as a capital allocator serving both individual/family and institutional clients, charging fees on a percentage-of-AUM basis. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and selection of other advisers. The firm reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 81%, Public Funds/Mutual Funds 12%, Investment Grade Corp Bonds 2%, Derivatives 2%, Cash & Cash Equivalents 2%, Private Funds 1%81%
  • Exchange Traded Equities81%
  • Public Funds/Mutual Funds12%
  • Investment Grade Corp Bonds2%
  • Derivatives2%
  • Cash & Cash Equivalents2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$44M in ETFs

Passive

97%

$42.8M

Active

2%

$1.3M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES GOLD TRUST (IAU)BlackRockPassiveCommodities Focused$2.2M28,0284.97%
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Location

Primary office

Saint Francisville, LA

West Feliciana

Location

Saint Francisville, LA

Headquartered in Saint Francisville, LA, in the South of the United States.

Region
South
County
West Feliciana
Address
11739 Ferdinand St
Time zone
CT (UTC-6)
Office locations

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