G
$160.8M Total AUM
$160.8M Disc. AUM
-- 3Y CAGR
10 Employees
324 ADV. Clients
17 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-03-2008
- Office Locations
- 4
Office Locations
1700 Kaliste Saloom Road Bldg. 5 Lafayette LA
2811 S. Union Street Opelousas LA
2811 South Union Opelousas, LA
About Going Cpas & Wealth Advisors, LLP
Going CPAs and Wealth Advisors is a Louisiana-based RIA providing financial planning, portfolio construction, and insurance planning for retail and institutional clients. Portfolios are primarily implemented with public funds, with some ETF and fixed-income exposure; cryptocurrency is also an indicated focus. Custody is reported at Charles Schwab.
Team overview
-- AVG AGE
$20.1M AVG AUM / ADVISOR
$496.4K AVG AUM / CLIENT
8.4 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
17yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
Kaleb Blake Andrepont
Partner
- CRD
- #7860241
- Ownership
- Less than 5%
Available
Available
Available
D
DARREN JOSEPH CART
Partner
- CRD
- #4105144
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 10 owners & executives
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S
Seth Edmund Dabney
Partner
- CRD
- #7860236
Available
Available
Available
W
William Kyle George
--
- CRD
- #7859800
Available
Available
Available
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,825,856 | $267,597 |
| Non-Discretionary | $0 | -- |
| Total | $160,825,856 | $267,597 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Investment Grade:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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