Callais Capital Management, LLC

Callais Capital Management, LLC (CRD# 226511) is a financial advisory firm headquartered in Thibodaux, LA. They manage $66,286,193 in 7 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
102 St. Louis Street, Suite 200, Thibodaux, LA 70301
https://www.facebook.com/callaiscapital/
By the Numbers
  • Total Assets Under Management
    66
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $9,469,456
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA

Financial Advisors at Callais Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Corey Callais, financial advisor Thibodaux LA
Corey J. Callais
CRD#: 6535632
102 St. Louis Street, Suite 200, Thibodaux, LA 70301

Corey Callais (CRD# 6535632) is an Investment Advisor Representative working at Callais Capital Management, LLC in Thibodaux, LA and has 1 year of experience in the finance industry.

2
Harold Callais, financial advisor Thibodaux LA
Harold J. Callais
CRD#: 6535779
102 St. Louis Street, Suite 200, Thibodaux, LA 70301

Harold Callais (CRD# 6535779) is an Investment Advisor Representative working at Callais Capital Management, LLC in Thibodaux, LA and has over 8 years of experience in the finance industry.

3
Nicholas Callais, financial advisor Thibodaux LA
Nicholas P. Callais
CRD#: 6535788
102 St. Louis Street, Suite 200, Thibodaux, LA 70301

Nicholas Callais (CRD# 6535788) is an Investment Advisor Representative working at Callais Capital Management, LLC in Thibodaux, LA and has over 8 years of experience in the finance industry.

4
Mark Graffagnini, financial advisor Thibodaux LA
Mark J. Graffagnini
CRD#: 7234248
102 St. Louis Street, Suite 200, Thibodaux, LA 70301

Mark Graffagnini (CRD# 7234248) is an Investment Advisor Representative working at Callais Capital Management, LLC in Thibodaux, LA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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