Orleans Capital Management Corp
- Regulatory AUM
- $2.1B
- Discretionary
- $2.1B
- Clients
- 105
- Avg AUM / client
- $20.3M
- Accounts
- 213
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $11.1M | 0.52% |
| High net worth individuals | 34 | $163M | 7.69% |
| Pension and profit sharing plans | Fewer than 5 clients | $4.7M | 0.22% |
| Charitable organizations | 15 | $171M | 8.02% |
| State or municipal government entities | 38 | $1.7B | 80.7% |
| Insurance companies | Fewer than 5 clients | $59.4M | 2.79% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Shreveport Electrical Industry Profit Sharing Plan Shreveport Electrical Industry Profit Sharing Plan | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Abele, Rodney, John | Vice President & Director | Nov 1991 (35y) | Less than 5% | |
| Emily Crane Becker | President And Director | Sep 2004 (22y) | Less than 5% | |
| Catherine Meyer Johnson | Executive Vice President And Director | Jan 2023 (4y) | Less than 5% | |
| Eugenie Grevemberg Fromherz | Registered representative | Jul 2024 (2y) | ||
| Claire Diane Crane | Registered representative | May 2025 (1y) | ||
| Matthew Blake Kimbrough | Registered representative | Jul 2025 (1y) | ||
| Robert David Strauss | Registered representative | CFA | Nov 2025 (1y) | |
| Connor Rollins Smith | Registered representative | Feb 2026 (0y) | ||
| Creston Alexander King | Registered representative | CFA | Mar 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Argent Financial Group, Inc. | Owner | Jan 2024 | A | 75% or more |
| English, Nina, Wessel | Chief Compliance Officer | Oct 2023 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Shreveport Electrical Industry Profit Sharing Plan | Shreveport Electrical Industry Profit Sharing Plan | 541 | $95.2M | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.38 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Argent Trust Company $605M (28% of AUM) Mar 2026
- BNY Mellon $370M (17% of AUM) Mar 2026
- U.S. Bancorp Investments, Inc. $283M (13% of AUM) Mar 2026
- Charles Schwab & Co. $247M (16% of AUM) Nov 2025
- Hancock Whitney Investment Services Inc. $228M (11% of AUM) Mar 2026
- Capital One Securities, Inc. $201M (14% of AUM) Mar 2019
- State Street $159M (10% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗