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Fbt Advisors, Inc. (New Orleans)


Fbt Advisors, Inc. is an adviser based in New Orleans. It manages $18.7 million of regulatory assets for 23 client accounts. It has been registered with the SEC as an adviser since 2001.




Fbt Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fbt Advisors: assets under management

The assets under management (AUM) of Fbt Advisors, Inc. is $18.7 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $500 thousand in discretionary accounts and $18.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $827.18 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Fbt Advisors, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
First Trust Corporation Shareholder 1 Aug 2000 75% - 100% 72-1256767
Joseph C Canizaro Shareholder 1 Aug 2000 75% - 100% 3180166

Based in New Orleans

The principal office where Fbt Advisors, Inc. performs its advisory services is located at 909 Poydras Street, Suite 3200, New Orleans, LA 70112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 504-584-5888 or by fax 504-584-5887. The normal business hours are 8 a.m. to 5 p.m. (cst) on Monday - Friday.


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