DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 107946
LAFAYETTE, LA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JOSEPH STECKLER BILLEAUD | n/a | LAFAYETTE, LA | 20 | 31 | n/a | no |
| GEORGE WHITFIELD HOLLAND | n/a | LAFAYETTE, LA | 17 | 23 | 1 | no |
| ERNEST HILLE DOMINGUE | n/a | LAFAYETTE, LA | 16 | 27 | n/a | no |
| MONTGOMERY GOSSEN | Certified Financial Planner | LAFAYETTE, LA | 10 | 10 | 1 | no |
| ERIN DESPOT MCMENEMON | Chartered Financial Analyst | LAFAYETTE, LA | 9 | 13 | n/a | no |
| JONAS CARROLL LOWERY | Certified Financial Planner | LAFAYETTE, LA | 7 | 10 | n/a | no |
| Kaleb James Price | Certified Financial Planner | LAFAYETTE, LA | 2 | 11 | 1 | no |
| LESLIE D CAMPORA | n/a | LAFAYETTE, LA | 0 | 16 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BILLEAUD, JOSEPH, STECKLER | Member | E | yes | 10/1991 | Jan 24, 2012 | Aug 27, 2024 |
| BILLEAUD, JOSEPH, STECKLER | CHIEF INVESTMENT OFFICER | Na | yes | 09/2004 | Jan 24, 2012 | Aug 27, 2024 |
| DOMINGUE, ERNEST, HILLE | Member | E | yes | 03/2008 | Jan 24, 2012 | Aug 27, 2024 |
| DOMINGUE, ERNEST, HILLE | CHIEF COMPLIANCE OFFICER | Na | yes | 12/2009 | Jan 24, 2012 | Aug 27, 2024 |
| GOSSEN, MONTGOMERY | Member | E | yes | 11/2020 | Mar 3, 2021 | Aug 27, 2024 |
| GOSSEN, MONTGOMERY | CHIEF OPERATING OFFICER | Na | yes | 01/2023 | Mar 3, 2021 | Aug 27, 2024 |
| HOLLAND, GEORGE, WHITFIELD | Member | E | yes | 12/2014 | Mar 9, 2017 | Aug 27, 2024 |
| HOLLAND, GEORGE, WHITFIELD | DIRECTOR OF ADVISOR SERVICES | Na | yes | 01/2019 | Mar 9, 2017 | Aug 27, 2024 |
| JSB INVESTMENT HOLDINGS, INC | Member | D | yes | 03/2017 | Apr 21, 2017 | Aug 27, 2024 |
| MCMENEMON, ERIN, DESPOT | Member | E | yes | 02/2022 | Feb 24, 2022 | Aug 27, 2024 |
| HARDING STREET HOLDINGS, LLC | Member | B | no | 03/2017 | Mar 9, 2017 | Aug 27, 2024 |
| HOLLAND INVESTMENTS, LLC | Member | B | no | 03/2017 | Mar 9, 2017 | Aug 27, 2024 |
| MCCLURE DESPOT, LLC | Member | A | no | 01/2022 | Feb 24, 2022 | Aug 27, 2024 |
| MCMENEMON, ERIN, DESPOT | CLIENT RELATIONSHIP MANAGER | Na | no | 08/2023 | Feb 24, 2022 | Aug 27, 2024 |
| YCB, LLC | Member | A | no | 12/2020 | Mar 3, 2021 | Aug 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 19, 2026 | $776M | $776M | 9 | 6 | 0 | n/a | n/a |
| 2024 | Feb 18, 2025 | $666M | $666M | 9 | 6 | 0 | n/a | n/a |
| 2023 | Feb 9, 2024 | $578M | $578M | 9 | 6 | 0 | n/a | n/a |
| 2022 | Feb 22, 2023 | $515M | $515M | 8 | 5 | 0 | n/a | n/a |
| 2021 | Feb 24, 2022 | $595M | $595M | 8 | 5 | 0 | n/a | n/a |
| 2020 | Mar 3, 2021 | $526M | $526M | 8 | 5 | 0 | n/a | n/a |
| 2019 | Mar 3, 2020 | $485M | $485M | 8 | 5 | 0 | n/a | n/a |
| 2018 | Feb 22, 2019 | $401M | $401M | 8 | 4 | 0 | n/a | n/a |
| 2017 | Feb 16, 2018 | $387M | $387M | 7 | 5 | 0 | n/a | n/a |
| 2016 | Feb 16, 2017 | $330M | $330M | 5 | 4 | n/a | n/a | n/a |
| 2015 | Feb 11, 2016 | $286M | $285M | 4 | 3 | n/a | n/a | n/a |
| 2014 | Jan 15, 2015 | $288M | $287M | 4 | 2 | n/a | n/a | n/a |
| 2013 | Jan 14, 2014 | $245M | $244M | 4 | 3 | n/a | n/a | n/a |
| 2012 | Jan 16, 2013 | $232M | $156M | 3 | 2 | n/a | n/a | n/a |
| 2011 | Jan 24, 2012 | $223M | $138M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $776M | $666M | 16.4% | $515M | 14.6% | 9 | 9 | 0 | 0 |