St. Denis J. Villere & Co., Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $1.4B
- Clients
- 381
- Avg AUM / client
- $3.7M
- Accounts
- 498
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 133 | $73.1M | 5.23% |
| High net worth individuals | 190 | $828M | 59.2% |
| Investment companies | 2 | $130M | 9.34% |
| Charitable organizations | 29 | $304M | 21.7% |
| Corporations and other businesses | 27 | $62.4M | 4.46% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| George Villere Young | Member | Jan 1992 (35y) | 25% – 50% | |
| Stdenis Julien Villere | Member | Jan 2004 (23y) | 25% – 50% | |
| Lamar G Villere | Member | CFA | Feb 2015 (11y) | 25% – 50% |
| Giardina, Ruth, Anne | Chief Compliance Officer | Apr 2024 (2y) | Less than 5% | |
| St Denis Julien Villere | Registered representative | Mar 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/27/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (87% of AUM) May 2026
- J.P. Morgan $231M (10% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 27, 2026.
View current Form ADV (SEC/IAPD) ↗