DOUCET ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$121M
Discretionary
$36.5M
30% of AUM
Avg account
$2.5M
Accounts
48
Employees
2
Advisory reps
3

Firm details

Headquarters
NEW ORLEANS, Louisiana
CRD number
141546
Registered since
May 1, 2025
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses71.19%
  • HNWI21.45%
  • Individuals7.36%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Doucet Asset Management, LLC is an equity-focused advisory firm that manages portfolios for both individual and institutional clients under a percentage-of-AUM fee model. The firm lists portfolio management for individuals, small businesses and for businesses or institutions as its primary advisory activities, and it favors an equities-first posture: exchange-traded equities represent its single largest holding category. Doucet supplements its equity allocations with third‑party alternative fund managers, using private equity, hedge funds, real estate and private credit to broaden sources of return and diversify away from liquid markets. The firm is not an active ESG investor and does not report multi‑state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 65%, Cash & Cash Equivalents 20%, Investment Grade Corp Bonds 10%, State & Local Bonds 5%65%
  • Exchange Traded Equities65%
  • Cash & Cash Equivalents20%
  • Investment Grade Corp Bonds10%
  • State & Local Bonds5%

Owners & executives

1 of 1
  • CHRISTOPHER DOUCET

    CEO and Portfolio ManagerCRD 1779104

Contacts

2 of 2
  • REBECCA PURVIS

    Director of Client RelationsCRD 5361951

  • SUZETTE DOUCET

    Co-Founder and PartnerCRD 2252768

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

NEW ORLEANS, LA

ORLEANS

Location

NEW ORLEANS, LA

Headquartered in NEW ORLEANS, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.

Metro area
New Orleans-Metairie-Hammond, LA-MS
Region
South
County
ORLEANS
Address
601 Poydras St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth