Mitchell Bordelon
Dumaine Investments · New Orleans, Louisiana
Mitchell Bordelon is a fee-only financial advisor at Dumaine Investments in New Orleans, Louisiana, who holds the CFP credential. Dumaine Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Dumaine Investments |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $227.0M across 356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in LA, TX · CRD 5900154 |
| Exams passed | Series 66 (2014) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | dumaineinvestments.com |
| Profile |
How Mitchell's firm compares
- Dumaine Investments's average account is about $638,000, from its Form ADV (assets managed divided by 356 accounts).
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Questions about Mitchell
Is Mitchell Bordelon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Dumaine Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell's firm, Dumaine Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mitchell Bordelon based?
Mitchell Bordelon is based in New Orleans, Louisiana.
What credentials does Mitchell Bordelon hold?
Mitchell Bordelon holds the CFP credential.
Is Mitchell Bordelon registered with the SEC?
Yes. Mitchell Bordelon is registered as an investment adviser representative in LA and TX (CRD 5900154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Dumaine Investments manage?
Dumaine Investments reports $227.0M across 356 accounts in assets under management.
How do I contact Mitchell Bordelon?
Through Mitchell's website, dumaineinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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