Overview
Assets Under Management: $227 million
Headquarters: NEW ORLEANS, LA
High-Net-Worth Clients: 52
Average Client Assets: $2.4 million
Frequently Asked Questions
DUMAINE INVESTMENTS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306481), DUMAINE INVESTMENTS LLC is subject to fiduciary duty under federal law.
DUMAINE INVESTMENTS LLC is headquartered in NEW ORLEANS, LA.
DUMAINE INVESTMENTS LLC serves 52 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, DUMAINE INVESTMENTS LLC offers financial planning and portfolio management for individuals. View all service details ↓
DUMAINE INVESTMENTS LLC manages $227 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, DUMAINE INVESTMENTS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.90%
Average Client Assets: $2.4 million
Total Client Accounts: 356
Discretionary Accounts: 335
Non-Discretionary Accounts: 21
Regulatory Filings
CRD Number: 306481
Filing ID: 2076587
Last Filing Date: 2026-03-24 17:28:16