Firm
Cane Capital Partners
Saint Francisville, Louisiana
Fee-only
Cane Capital Partners at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 5 employees and 315 individual clients, 109 of them high net worth.
- Its average account is about $457,000 (assets it manages divided by its 622 accounts).
Facts
| Based in | Saint Francisville, Louisiana |
|---|---|
| Website | canecapitalpartners.com |
| Phone | (281) 608-1137 |
Cane Capital Partners fees
Cane Capital Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $284 million |
| Individual clients | 206 |
| High-net-worth clients | 109 |
| Accounts managed | 622 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-134081) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 337468 |