SourcingSourcing

DOUCET ASSET MANAGEMENT, LLC

A74
CRD 141546·SEC 801-132665·NEW ORLEANS, LA
AUM
$120.8M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$362K
@ 30% margin
Est. Deal Value
$2.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DOUCET ASSET MANAGEMENT, LLC
CRD
141546
SEC file #
801-132665
EIN
—
DBA names
—

Economics

AUM
$120.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$132.6M → $120.8M▼ -9%
Client mix
Individuals Other35
Corporations7
Individuals High Net Worth6

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEW ORLEANS LA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/19/2026
ADV-W filed at
—
Website
doucetcapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DOUCET CAPITAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
DOUCET CAPITAL, LLC
DOUCET, CHRISTOPHER, LEONCE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DOUCETCAPITAL.COM
Rdap Domain Creation Date
2006-08-30T13:34:33Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-30T13:34:33Z
Rdap Domain Last Changed
2024-08-26T14:43:42Z
Rdap Nameservers
Dns101.register.comDns102.register.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (3)

3
PURVIS, REBECCA, BARNHART
IAR · Executive Officer · 2.5%
5361951
DOUCET, CHRISTOPHER, LEONCE
IAR · Executive Officer · 2.5%
1779104
DOUCET, SUZETTE, ANDRE
Executive Officer · 2.5%
2252768