Hancock Whitney Investment Services Inc.
● SEC registered since 2007CRD 40637SEC# 801-68420New Orleans, LA
Reg. AUM
$306.1M
Employees
49
Accounts
912
Location
New Orleans, LA
Hancock Whitney Investment Services Inc. assets under management
Hancock Whitney Investment Services Inc. is an investment advisory firm registered with the SEC based in New Orleans, LA. The firm has been registered since 2007. It reports $306.1 million in regulatory assets under management and employs 49 people.
Hancock Whitney Investment Services Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anita Gregoire Schexnayder Control | Vice President/Chief Financial Officer & Director | Under 5% | 2022 |
| Donna Bartlett | Broker Dealer - Chief Compliance Officer | Under 5% | 2023 |
| Hancock Whitney Corporation Control | Shareholder | Over 75% | 2017 |
| John Mario Jr Rigney Control | Ria-Cco/Vp/Secretary & Director | Under 5% | 2022 |
| Miles Stuart Milton Control | President/Ceo And Director | Under 5% | 2018 |
| Patricia Kives Loupe | Assistant Secretary | Under 5% | 2017 |
| Stuart Todd Nichoalds | Aml/Bsa Officer | Under 5% | 2016 |
Frequently asked questions
How much does Hancock Whitney Investment Services Inc. manage?
Hancock Whitney Investment Services Inc. reports $306.1 million in regulatory assets under management on its Form ADV.
How many employees does Hancock Whitney Investment Services Inc. have?
Hancock Whitney Investment Services Inc. reports 49 employees.
Where is Hancock Whitney Investment Services Inc. located?
Hancock Whitney Investment Services Inc. is based in New Orleans, LA and has been SEC-registered since 2007.
Does Hancock Whitney Investment Services Inc. disclose fund performance?
Hancock Whitney Investment Services Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 701 Poydras St., Suite 3100, New Orleans, LA 70139 |
| Phone | 504-586-7290 |
| Fax | 504-962-4722 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$306.1M▲ 45%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,306 advisers
EmployeesTop 12%
More than 88% of 16,824 advisers
Assets under management
$306.1Mregulatory AUM
Discretionary $306.1M