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Hancock Whitney Investment Services Inc.

Hancock Whitney Investment Services Inc.. CRD 40637

Hancock Whitney Investment Services Inc. logo

CRD: 40637

Hancock Whitney Investment Services Inc.

NEW Orleans, LA, 70139
5045867290
www.hancockwhitney.com
$306.1M Total AUM
$306.1M Disc. AUM
9.5% 3Y CAGR
49 Employees
912 ADV. Clients
29 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
Alpha fusionOak value
Established Date
07-23-1996
Office Locations
4

Office Locations

701 Poydras St. Suite 3100 NEW Orleans LA
-- Houston TX
-- NEW Orleans LA

About Hancock Whitney Investment Services Inc.

Hancock Whitney Investment Services Inc. provides financial planning and portfolio construction for retail and institutional clients, including retirement plans, 529s, insurance, and wealth/estate planning. Investment implementation spans mutual funds, ETFs, and fixed income with an asset-allocation and risk-management orientation. The Hancock Whitney platform serves Gulf South communities and has been named one of America’s Best Banks by Forbes for three consecutive years, supported by Envestnet/SEI.

Team overview

49 AVG AGE
$6.2M AVG AUM / ADVISOR
$335.6K AVG AUM / CLIENT
5.5 yrs AVG TENURE
49 Employees
49 Advisory Reps
6 RIA Reps
29yrs Firm Age

Insights

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Asset Classes

Peak beacon Eagle north Capital summit Delta Foundation ridge

Client Personas

Element Radial

CRM

Ember Prime unison

Custodian

Oak Meridian oak Horizon Optima Peak Zenith Eagle Ridge Horizon matrix Optima legacy Vital quantum

Investment Themes

Wave Focus wave Prime

Investment Vehicles

Beacon capital

Platform

Meridian Horizon vertex

Services

Fusion Quantum vector Vital Unison north Quantum value Bridge Crest Value Vital catalyst

Technology

Radial Vector

Owner & Executives

D

DONNA BARTLETT

Chief Compliance Officer

CRD
#1813672
Ownership
Less than 5%
(845) 959-9110
harbor.vertex@eaglecapital.com
in linkedin.com/in/eagle-prime
P

PATRICIA KIVES LOUPE

Assistant Vice President

CRD
--
Ownership
Less than 5%
(331) 812-3465
value.vital@primecapital.com
in linkedin.com/in/ember-delta
M

Matrix element

Insight focus

CRD
#85969
Ownership
21.3%
(913) 241-4385
atlas.pioneer@radialcapital.com
in linkedin.com/in/optima-vital

Showing 2 of 6 owners & executives

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Contacts

E

EDWARD HENRY ARNOLD IV

--

CRD
#6497412
(838) 398-4636
vertex.prime@legacycapital.com
in linkedin.com/in/pathway-north
STEPHEN CHAUSSARD CANGELOSI

STEPHEN CHAUSSARD CANGELOSI

--

CRD
#6685974
(627) 610-9718
pioneer.value@northcapital.com
in linkedin.com/in/ridge-vertex
V

Vertex peak

Alpha fusion beacon

CRD
#35541
(351) 771-9302
vector.signal@capitalcapital.com
in linkedin.com/in/harbor-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-12-2022
03-30-2023
04-01-2024
03-21-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $306,052,831 $335,584
Non-Discretionary $0 --
Total $306,052,831 $335,584

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Separately Managed Accounts

Total SMA Asset: $306,052,831

$306.1M Total SMA
Public Funds:
12.2%
Equity - Exchange:
25.3%
Cash:
8.2%
U.S. Government/Agency:
17.6%
Corporate - Investment Grade:
25.0%
Municipal Bonds:
11.7%
Asset class Assets Assets %
Public Funds $667,093,181 12.2%
Equity - Exchange $1,383,398,154 25.3%
Cash $448,374,105 8.2%
U.S. Government/Agency $962,363,933 17.6%
Corporate - Investment Grade $1,366,994,223 25.0%
Municipal Bonds $639,753,296 11.7%
Total $5,467,976,892 100.0%

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