Corey Callais is a registered investment advisor at Callais Capital Management, LLC, based in Thibodaux, LA, with 9 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7 clients with $64M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
102 St. Louis Street, Suite 2, Thibodaux, LA, 70301
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Corey is the Chairman of the Board of Directors for Community Bancorp, Pelican Waste & Debris, and Callais Capital Holdings, and a Director for Abdon Callais Offshore. These activities involve overseeing strategic objectives, passive investment holdings, and other board duties, taking minimal time for each.
Employment History
Current Registrations
Callais Capital Management, LLC
State Registrations1 state
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.