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Joseph Charbonnet

31 Years of Experience
New Orleans, LA
Broker

Joseph Charbonnet is a registered investment advisor at Covington Investment Management, LLC, based in New Orleans, LA, with 31 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $8.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$8.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

639 Loyola Avenue, Suite 2775, New Orleans, LA, 70113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Joseph is involved in numerous business activities, including serving as a manager or member of various LLCs and partnerships related to investments, land ownership, and entertainment. He also serves on the board of two corporations, dedicating about a quarter of his time to Covington Investment Management LLC and Green Turtle Capital Management LLC.

Employment History
Current Registrations
Covington Investment Management, LLC
January 2024 - Present · 2 yrs 4 mos
Green Turtle Capital Management, LLC
August 2012 - Present · 13 yrs 9 mos
Johnson Rice & Company L.L.C.Broker
April 1995 - Present · 31 yrs 1 mo
Previous Registrations
Covington Investment Management, LLC
August 2012 - December 2023 · 11 yrs 4 mos
The Robinson-Humphrey Company INC.Broker
August 1994 - April 1995 · 8 mos
State Registrations7 states
DELANCNYPATXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.