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WATERS, PARKERSON & CO., LLC
CRD 3711File 801-8754
APPROVED
Retail clients
Custody
Filing as of May 26, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.86B
Top 25% of cohort (national)
Discretionary AUM
$2.73B
Non-discretionary $126.2M
Clients
794
1,916 accounts
Employees
12
Top 10% of cohort in LA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 29, 1972
- Principal office
- 601 POYDRAS STREET, SUITE 2210, NEW ORLEANS, LA, 70130-6013
- Phone
- 504-581-2022
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.86B
- Discretionary AUM
- $2.73B
- Non-discretionary AUM
- $126.2M
- Discretionary accounts
- 1,862
- Non-discretionary accounts
- 54
- Total accounts
- 1,916
- AUM per client
- $3.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $147.8M |
| Charitable organizations | 25 | $185.9M |
| High net worth individuals | 471 | $2.26B |
| Banking or thrift institutions | Fewer than 5 | $115.1M |
| Pension and profit sharing plans | Fewer than 5 | $9.7M |
| Individuals (other than high net worth individuals) | 270 | $141.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 801 | 794 | decreased by7 |
| Apr 1, 2026 | AUM | $2,685,703,913 | $2,859,829,975 | increased by$174,126,062 |
| Apr 1, 2026 | Accounts | 1,898 | 1,916 | increased by18 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 806 | 801 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,593,356,993 | $2,685,703,913 | increased by$92,346,920 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,765 | 1,898 | increased by133 |
| Apr 1, 2022 | Clients | 791 | 806 | increased by15 |
| Apr 1, 2022 | AUM | $2,108,496,468 | $2,593,356,993 | increased by$484,860,525 |
| Apr 1, 2022 | Accounts | 1,709 | 1,765 | increased by56 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WATERS PARKERSON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WATERS PARKERSON” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.