HC
HC

Harold Callais

10 Years of Experience
Thibodaux, LA

Harold Callais is a registered investment advisor at Callais Capital Management, LLC, based in Thibodaux, LA, with 10 years of industry experience. Harold 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
Fee-Only (% of Portfolio)
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$63.5M

Fee Structure

Minimum Investment:$100K
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

102 St. Louis Street, Suite 2, Thibodaux, LA, 70301

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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

Harold is involved with several businesses: he is on the Advisory Board of Community Bancorp, a member of Abdon Callais Offshore, a board member of Pelican Waste & Debris, and a Managing Member of Callais Capital Holdings, dedicating minimal time to each.

Employment History
Current Registrations
Callais Capital Management, LLC
January 2016 - Present · 10 yrs 4 mos
State Registrations1 state
LA
Advisor

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.
Harold Callais - Financial Advisor | TrueAdvisor