Waters, Parkerson & Co., LLC
● SEC registered since 1972CRD 3711SEC# 801-8754New Orleans, LA
Reg. AUM
$2.86B
Employees
12
Accounts
1,916
Location
New Orleans, LA
Waters, Parkerson & Co., LLC assets under management
Waters, Parkerson & Co., LLC is a registered investment adviser overseen by the SEC based in New Orleans, LA. The firm has been registered since 1972. It reports $2.9 billion in regulatory assets under management and employs 12 people.
Waters, Parkerson & Co., LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Taylor Pointer Control | Partner | 10-25% | 2000 |
| Devin John Wakeman Control | Co-Managing Partner | 25-50% | 2020 |
| Jonathan Baldwin Montgomery Control | Co-Managing Partner | 25-50% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Waters, Parkerson & Co., LLC manage?
Waters, Parkerson & Co., LLC reports $2.9 billion in regulatory assets under management on its Form ADV.
How many employees does Waters, Parkerson & Co., LLC have?
Waters, Parkerson & Co., LLC reports 12 employees.
Where is Waters, Parkerson & Co., LLC located?
Waters, Parkerson & Co., LLC is based in New Orleans, LA and has been SEC-registered since 1972.
Does Waters, Parkerson & Co., LLC disclose fund performance?
Waters, Parkerson & Co., LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 601 Poydras Street, Suite 2210, New Orleans, LA 70130-6013 |
| Phone | 504-581-2022 |
| Fax | 504-525-9320 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1222993 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.86B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 18%
Larger than 82% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$2.86Bregulatory AUM
Discretionary $2.73BNon-discretionary $126.2M