Wealth Manager
    SEC Registered
    Manages Private Funds

    Waters, Parkerson & Co., LLC

    Registered investment advisor · New Orleans, Louisiana · CRD #3711

    Assets Under Management
    $2.9B
    Client Accounts
    1,916
    Employees
    12
    CRD Number
    3711
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Waters, Parkerson & Co., LLC

    Waters, Parkerson & Co., LLC is a long-standing investment advisory firm providing fundamental investment advice and personalized service. It operates as an investment advice-only firm. The firm is registered with the SEC and complies with state securities regulations.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Waters, Parkerson & Co., LLC's AUM?

    Waters, Parkerson & Co., LLC reports approximately $2.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Waters, Parkerson & Co., LLC headquartered?

    Waters, Parkerson & Co., LLC is headquartered in New Orleans, Louisiana.

    What is Waters, Parkerson & Co., LLC's CRD number?

    Waters, Parkerson & Co., LLC's CRD number is 3711. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Waters, Parkerson & Co., LLC manage?

    Waters, Parkerson & Co., LLC manages approximately 1,916 client accounts according to its latest SEC filing.

    Is Waters, Parkerson & Co., LLC SEC registered?

    Yes, Waters, Parkerson & Co., LLC is registered with the SEC as an investment adviser with an approved registration status.

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