Billeaud Capital Management is an investment advisor in Lafayette with $594.74 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Billeaud Capital Management, Inc.
SEC CIK
IRS number
721199630
SEC advisor number
801-56006
FINRA CRD number
107946
AUM ?
$594.74 mm
(as of 24 Feb 22)
Accounts
510
(as of 24 Feb 22)
Employees
8
(5 investment advisory or research)
Address
Billeaud Capital Management
P.O. BOX 51162
LAFAYETTE
LA 70505
P.O. BOX 51162
LAFAYETTE
LA 70505
Office hours
Monday - Friday, BY APPOINTMENT
Phone
337-233-7758
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Billeaud, Joseph, Steckler | Chief Investment Officer | 09/2004 | < 5% |
Domingue, Ernest, Hille | Chief Compliance Officer | 12/2009 | < 5% |
Holland, George, Whitfield | Director of Advisor Services | 01/2019 | < 5% |
JSB Investment Holdings, Inc | Member | 03/2017 | 50-75% |
Holland Investments, LLC | Member | 03/2017 | 10-25% |
Harding Street Holdings, LLC | Member | 03/2017 | 10-25% |
Gossen, Montgomery | Director of Financial Planning | 12/2020 | < 5% |
Ycb, LLC | Member | 12/2020 | 5-10% |
Gossen, Montgomery | Member | 11/2020 | > 75% |
Billeaud, Joseph, Steckler | Member | 10/1991 | > 75% |
Holland, George, Whitfield | Member | 12/2014 | > 75% |
Domingue, Ernest, Hille | Member | 03/2008 | > 75% |
Mcmenemon, Erin, Despot | Chief Growth Officer | 10/2021 | < 5% |
Mcclure Despot, LLC | Member | 01/2022 | 5-10% |
Mcmenemon, Erin, Despot | Member | 02/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
29 Apr 22
13F-HR
Quarterly holdings report by institutional manager
2 Feb 22