Robert D. Strauss

ORLEANS CAPITAL MANAGEMENT CORP

Oklahoma City, OK 73012

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CRD#: 2764924

Professional summary

Robert David Strauss is a registered financial advisor currently at ORLEANS CAPITAL MANAGEMENT CORP located in Oklahoma City, Oklahoma.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert David Strauss's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 17, 2025 - Present

ORLEANS CAPITAL MANAGEMENT CORP

Office #1: 621 N. Robinson Ave Suite 100, Oklahoma City, OK 73012

RIA

CRD#: 111359

Oklahoma City, OK

Past

June 11, 2015 - January 24, 2017

STEPHENS

CRD#: 3496

LITTLE ROCK, AR

Past

August 6, 1996 - February 4, 2002

WACHOVIA SECURITIES, INC.

CRD#: 431

CHARLOTTE, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ORLEANS CAPITAL MANAGEMENT CORP

ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC | ORLEANS CAPITAL MANAGEMENT CORP

CRD#: 111359 / SEC#: 801-39597

RIA

Registered Investment Advisory firm - (8/2/1991 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(11/17/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/19/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/6/1997

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/24/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2015

General Securities Representative Examination

Current Firm

ORLEANS CAPITAL MANAGEMENT CORP

ENERGY OPPORTUNITIES CAPITAL MANAGEMENT, LLC | ORLEANS CAPITAL MANAGEMENT CORP

CRD#: 111359 / SEC#: 801-39597

RIA

Registered Investment Advisory firm - (8/2/1991 Approved)

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Contact information

Main Address

830 West Causeway Approach Suite 1200, Mandeville, LA 70471

Mailing Address

P.o. Box 1750, Mandeville, LA 70470

Phone number

(504) 592-4680

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (11/21/2025)

Regulatory assets under management

Total Number of Accounts	209
AUM (Assets Under Management)	$ 1,579,097,376

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert D. Strauss

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert David Strauss's CRS (Customer Relationship Summary).

Certified licenses

Experience

STEPHENS

WACHOVIA SECURITIES, INC.

Primary Firm SEC Registration

ORLEANS CAPITAL MANAGEMENT CORP

State Registrations and Notice Filings

Exams

Series 63

Date: 11/19/2015

Series 65

Date: 8/6/1997

SIE

Date: 1/24/2017

Series 7

Date: 6/11/2015

Current Firm

ORLEANS CAPITAL MANAGEMENT CORP

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ORLEANS CAPITAL MANAGEMENT CORP

TRUST BUT VERIFY

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