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HANCOCK WHITNEY INVESTMENT SERVICES INC.
CRD 40637File 801-68420
APPROVED
Retail clients
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$306.1M
Below cohort median (national)
Discretionary AUM
$306.1M
Clients
881
912 accounts
Employees
49
Below cohort median in LA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Oct 24, 2007
- Principal office
- 701 POYDRAS ST., SUITE 3100, NEW ORLEANS, LA, 70139
- Phone
- 504-586-7290
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $306.1M
- Discretionary AUM
- $306.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 912
- Non-discretionary accounts
- 0
- Total accounts
- 912
- AUM per client
- $347K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 16 | $8.1M |
| High net worth individuals | 2 | $11.6M |
| Individuals (other than high net worth individuals) | 863 | $270.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 912 | 881 |
| 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.