Dumaine Investments LLC

Financial planning in New Orleans, LA

SEC registeredNo commissions reported

Call (504) 521-7350 Send a message Map ↗

Public-record details

Address: 650 Poydras Street, Suite 1010, New Orleans, LA 70130
Phone: (504) 521-7350
Listed under: Financial planning, Flat / fixed fees, % of assets managed
CRD number: 306481
Registration: SEC registered since 2019-12-10
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $227.0 million
Accounts managed: 356
Clients reported (Form ADV 5.D): 156
Individual / high-net-worth clients: 81 / 52
Employees: 4
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-24

SEC registered investment adviser, CRD 306481, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 306481 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in New Orleans

Bavarian Wealth Management, INC.650 Poydras Street, Suite 1906 · New Orleans, LA 70130 · (504) 299-3370 · Financial planningCRD 135035 · % of assets, Hourly charges · $20.1 million AUMState registeredNo commissions reported Bellingrath Wealth Management, L.L.C.6065 Magazine Street · New Orleans, LA 70118 · (646) 395-3900 · % of assets managedCRD 336024 · % of assets · $196.1 million AUMSEC registeredNo commissions reported Bienvenue Wealth LLC1100 Poydras Street, Suite 1502 · New Orleans, LA 70163 · (504) 355-0890 · Financial planningCRD 153313 · % of assets, Fixed fees · $98.8 million AUMState registeredNo commissions reported Cds James Investments, LLC318 Harrison Ave · New Orleans, LA 70124 · (337) 221-0991 · % of assets managedCRD 299741 · % of assets · $48.6 million AUMState registeredNo commissions reported Deane Retirement Strategies, INC.2065 Energy Centre, 1100 Poydras Street · New Orleans, LA 70163 · (504) 582-2345 · Financial planningCRD 127096 · % of assets · $250.7 million AUMSEC registeredNo commissions reported Demauriac LLC401 Saint Joseph St, Suite 2a · New Orleans, LA 70130 · (504) 358-0433 · Financial planningCRD 306542 · % of assets, Hourly charges, Fixed fees · $40.0 million AUMState registeredNo commissions reported Doucet Asset Management, LLC601 Poydras Street, Suite 2655 · New Orleans, LA 70130 · (205) 414-9788 · % of assets managedCRD 141546 · % of assets · $120.8 million AUMSEC registeredNo commissions reported Emeth Value Capital, LLC631 St Charles Ave · New Orleans, LA 70130 · (210) 381-7262 · % of assets managedCRD 310696 · % of assets, Performance-based fees · $57.4 million AUMSEC registeredNo commissions reported

All 25 in New Orleans →