$16.9M Total AUM
$16.9M Disc. AUM
-- 3Y CAGR
2 Employees
176 ADV. Clients
4 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Momentum
- Established Date
- 04-06-2022
- Office Locations
- 1
Office Locations
-- Lafayette LA
About Marcantel Wealth Management
Marcantel Wealth Management is an independent, locally owned RIA in Lafayette, LA providing fiduciary portfolio management and holistic financial planning with an emphasis on tax-aware strategies. The firm builds custom, actively managed portfolios across ETFs, stocks, and bonds, and coordinates with outside CPAs and attorneys for integrated solutions. Commission-free and primarily retail-focused, with Pershing/NetXInvestor in its stack.
Team overview
29 AVG AGE
$8.5M AVG AUM / ADVISOR
$96.1K AVG AUM / CLIENT
2.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Beacon meridian
Custodian
Vital
Investment Themes
Eagle pioneer Value foundation
Services
Ember Peak Prime glacier Glacier
Technology
Harbor delta
Owner & Executives
Justin Lee Marcantel
Chief Executive Officer, Founder
- CRD
- #6894117
- Ownership
- 75% or more
(464) 390-1012
harbor.atlas@legacycapital.com
in linkedin.com/in/capital-foundation
Showing 1 of 1 owners & executives
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T
TYLER Anthony LEBLANC
--
- CRD
- #7905185
(970) 522-2506
vertex.delta@capitalcapital.com
in linkedin.com/in/capital-harbor
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,921,540 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,921,540 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,921,540
Equity - Exchange:
42.7% Equity - OTC:
24.3% U.S. Government/Agency:
33.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,482,080,519 | 42.7% |
| Equity - OTC | $843,432,239 | 24.3% |
| U.S. Government/Agency | $1,145,401,807 | 33.0% |
| Total | $3,470,914,565 | 100.0% |