WATERS, PARKERSON & CO., LLC

CRD 3711File 801-8754

APPROVED

Retail clients

Custody

Filing as of May 26, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.86B

Top 25% of cohort (national)

Discretionary AUM

$2.73B

Non-discretionary $126.2M

Clients

794

1,916 accounts

Employees

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
Website: HTTP://WWW.WATERSPARKERSON.COM

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.