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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-13-2006
- Office Locations
- 1
Office Locations
About Advisor.investments
Advisor.Investments is an SEC-registered RIA in Baton Rouge providing investment management and financial planning for serious, qualified investors—often energy industry employees and state retirees. The team pairs portfolio construction with dedicated investment research (CFA) and tax strategies (EA), using ETFs and other public-market instruments alongside preservation-focused allocations. Custody includes Charles Schwab and Interactive Brokers.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SHANE JOSEPH HAAG
Chief Compliance Officer, Investment Advisor
- CRD
- #2363899
- Ownership
- 50% but less than 75%
JAMES LEE POPE
Investment Advisor
- CRD
- #3181641
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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DAVID REGGIE MCFADDEN
Financial Analyst
- CRD
- #4813257
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,414,481 | $697,047 |
| Non-Discretionary | $13,987,065 | $279,741 |
| Total | $199,401,546 | $631,018 |
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Separately Managed Accounts
Total SMA Asset: $199,401,546
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,485,570,041 | 20.1% |
| Cash | $1,404,270,188 | 19.0% |
| U.S. Government/Agency | $2,039,887,221 | 27.6% |
| Corporate - Investment Grade | $2,461,168,278 | 33.3% |
| Total | $7,390,895,728 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM ATLAS CATALYST | SUMMIT VECTOR | BA69YNBVA | SUX | 6.68% | $17,296,267 |
| CATALYST NORTH OAK | MERIDIAN WAVE | RLCC3KEET | IJPOG | 4.06% | $8,391,854 |
| PRIME SUMMIT | OAK CREST | 0WM80MB6M | EHFJ | 4.43% | $55,551,577 |
| HORIZON MERIDIAN GLACIER | QUANTUM CAPITAL | RKVGFZAJH | AVYW | 9.33% | $52,894,962 |
| DELTA CATALYST VECTOR | ALPHA GLACIER | IJP4O4F75 | TEY | 7.30% | $97,835,896 |
| OPTIMA HARBOR HORIZON | EAGLE PATHWAY | 5TECKFDVH | ACD | 2.88% | $9,837,015 |
| CATALYST EMBER VALUE | UNISON EAGLE | T5CNJGV0F | FIKIX | 10.31% | $82,709,067 |
| DELTA DELTA PIONEER | VITAL BEACON | QRHTHYQDG | DBMDE | 10.78% | $15,227,823 |