CRD: 3711
Waters, Parkerson & Co., Inc.
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Request a Free TrialFirm Details
- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-29-1972
- Office Locations
- 1
Office Locations
About Waters, Parkerson & Co., Inc.
Waters, Parkerson & Co., LLC is a fee-only, independent, employee-owned RIA founded in 1933 and based in New Orleans. The firm delivers personalized investment management and financial planning for high-net-worth, multi-generational families and institutional clients across more than 35 states, using a conservative, disciplined approach with actively managed equity and fixed-income portfolios; ETFs are a core vehicle.
Reported data analysis
What the numbers show
Between March 31, 2025 and May 26, 2026, reported AUM increased 6.5%, from $2.7B to $2.9B.
Across 5 reported observations, AUM increased 10.3% between June 14, 2022 and May 26, 2026, from $2.6B to $2.9B.
Of the latest reported AUM, 95.6% is discretionary and 4.4% is non-discretionary.
The firm reports 6 advisory representatives and 794 clients, or 132.3 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 1 reported office location and 54 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JONATHAN BALDWIN MONTGOMERY
Co-Managing Partner, Investment Advisor
- CRD
- #4356767
- Ownership
- 25% but less than 50%
DEVIN JOHN WAKEMAN
Co-Managing Partner
- CRD
- #5435505
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
Unlock allContacts
TODD BENNETT JOHNSON JR.
CFP®, Investment Counselor, Member of the Investment Committee
- CRD
- #7473778
John Sanford Rive III
--
- CRD
- #7722965
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,733,616,832 | $1,468,108 |
| Non-Discretionary | $126,213,143 | $2,337,280 |
| Total | $2,859,829,975 | $1,492,604 |
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Separately Managed Accounts
SMA allocation detail is available
Waters, Parkerson & Co., Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Waters, Parkerson & Co., Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.