Going Cpas & Wealth Advisors, LLP
Firm details
- Headquarters
- Opelousas, Louisiana
- CRD number
- 117104
- Registered since
- August 4, 2025
- Website
- www.goingcpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI47.69%
- Individuals41.53%
- Charitable Organizations6.99%
- Pension & Profit Sharing Plans2.27%
- Corporations / Businesses1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Going Cpas & Wealth Advisors, LLP is a limited liability partnership that operates as an independent registered investment adviser. The firm is SEC-registered (2025) and combines accounting services with wealth management, serving individual and family clients. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fees are charged on a percentage-of-assets basis and via hourly billing. The firm does not present itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Investment Grade Corp Bonds6%
- Exchange Traded Equities2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 11
Craig Lebouef
PartnerCRD 4472747
Darren Cart
PartnerCRD 4105144
Donald Fisher
PartnerCRD 4472726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Opelousas, LA
Saint Landry
Location
Opelousas, LA
Headquartered in Opelousas, LA, anchoring the Lafayette-Opelousas-Morgan City, LA metro in the South.
- Metro area
- Lafayette-Opelousas-Morgan City, LA
- Region
- South
- County
- Saint Landry
- Address
- 2811 S Union St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Kropog Financial Group, LLC
RIAMandeville, LA
Pinnacle Asset Management Group, Corporation (Inc.)
RIAShreveport, LA
Lyons Capital Group
RIAShreveport, LA
Avant Capital, LLC
RIALafayette, LA
Stone Wealth Partners LLC
RIALafayette, LA
Broussard Financial Group, LLC
RIAKaplan, LA