AUMdb

Rice, Voelker, Llc

State-registered Investment Adviser CRD 39838 · Mandeville, LA · www.trace-equity.com
☆ Save with Pro ADV data as of Jun 30, 2026
Regulatory AUM
Discretionary
Clients
35
Avg AUM / client
Accounts
Employees
6

Who they serve

Client typeClientsAUM% of AUM
Investment companies 35 $0

People (4)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Scott David Madden Registered representative CFA Jul 2025 (1y)
Cory Blaine Armand Registered representative Oct 2025 (1y)
John Sanford Brasher Registered representative Oct 2025 (1y)
Seymour Benjamin Joseph Registered representative Oct 2025 (1y)

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)

FormPeriodSize
Form ADV (full filing) 06/30/2026 1.02 MB 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

  • Other fees
  • COMPENSATION AMOUNTS ARE NEGOTIATED ON AN INDIVIDUAL BASIS.

Services

  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.

View current Form ADV (SEC/IAPD) ↗