Advantage Capital

Overview

Advantage Capital is an SEC registered investment adviser based in New Orleans, LA, registered since 2014. It reports $1.3B in assets under management across 16 accounts, with 230 employees. It has 6 investment adviser representatives.

Reported AUM

$1.3B

Discretionary

100%

Accounts

16

Average account

$80.9M

Employees

230

Advisory reps

6

Registered since

2014

Jurisdictions

4

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Client types

• Pooled Investment Vehicles

Fee structure

Other Fees and Performance-Based Fees

Executive officers 3 of 6

• Steven Theodore Stull President, Chief Executive Officer, Board Member CRD 1460907
• Boudreaux Lorio Franchesca Chief Financial Officer of Advantage Capital Management Corporation CRD 6378069
• Michael Thomas Johnson Vice President, Chief Legal Officer, Chief Compliance Officer CRD 6332934

3 more executive officers, with direct contact details

Advisory reps 3 of 6

• Jonathan Eliot Kofos Investment Adviser Rep CRD 7139067
• Nicholas Edward Mcconnell Investment Adviser Rep CRD 8014389
• Joshua Heo Mitchell Investment Adviser Rep CRD 7906537

3 more advisory reps, with emails, phones and branch locations

Location

Headquarters

909 Poydras St Ste 2230
New Orleans, LA 70112

County

Orleans

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: advantagecap.com

Every state, with registration dates

Similar firms near New Orleans

• Newedge AdvisorsNew Orleans, LA$43.2B AUM
• Stokes Family Office LLCNew Orleans, LA$3.4B AUM
• Waters, Parkerson & Co., LLCNew Orleans, LA$2.9B AUM
• St. Denis J. Villere & Co., LLCNew Orleans, LA$1.4B AUM
• Montz Harcus Wealth ManagementNew Orleans, LA$876M AUM