CC
Corey J. Callais
CALLAIS CAPITAL MANAGEMENT
THIBODAUX, LA 70301
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CRD#: 6535632
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Professional summary
Corey Joseph Callais is a registered financial advisor currently at CALLAIS CAPITAL MANAGEMENT, LLC located in Thibodaux, Louisiana.
Corey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Corey has worked at 1 firm .
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.
Community Bancorp, an FDIC Insured Commercial Bank in an investment-related business, located at 4626 LA-1 Raceland, Louisiana, 70394. Corey is the Chairman of the Board of Directors where he helps to oversee the strategic objectives of the bank and contact the CEO on matters regarding all natures of the business and monthly board meetings. Corey first joined the Board of Community Bancorp in 1987. Corey devotes an average of 3 hours per month to this business, 2 of which are during trading hours.
Abdon Callais Offshore, a real estate holding company in an investment-related business, located at 1300 N. Alex Plaisance Blvd., #A, Golden Meadow, Louisiana, 70357. Corey is a Director who serves on the Board of Directors. Corey first joined Abdon Callais Offshore in 1990. Corey devotes an average of 0.5 hours per month to this business, all of which are during trading hours.
Pelican Waste & Debris, is a waste management company in a non investment-related business, located at 13616 LA-3235, Cut Off, Louisiana, 70345. Corey is Chairman of the Board who assists in overseeing duties of the Board of Directors. Corey first joined Pelican Waste & Debris in 2013. Corey devotes an average of 4 hours per month to this business, all of which are during trading hours.
Callais Capital Holdings, is a family office in an investment-related business, located at 401 Focus Street, Thibodaux, Louisiana, 70301. Corey is Chairman of the Board who helps oversee the firm's passive investment holdings. Corey first joined Callais Capital Holdings in 2016. Corey devotes an average of 0.5 hours per month to this business, all of which are during trading hours.
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 27, 2016 - Present
CALLAIS CAPITAL MANAGEMENT, LLC
Office #1: 102 St. Louis Street Suite 2, Thibodaux, LA 70301RIA
CRD#: 226511
THIBODAUX, LA
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
Louisiana(6/27/2016)
Exams
Current Firm
CC
CALLAIS CAPITAL MANAGEMENT, LLC
CALLAIS CAPITAL MANAGEMENT, LLC
CRD#: 226511 / SEC#:
Louisiana
Registered Investment Advisory firm - (4/28/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
102 St. Louis Street Suite 2, Thibodaux, LA 70301
Mailing Address
Po Box 584, Thibodaux, LA 70302
Phone number
(985) 492-2323
Established
Firm type
Fiscal year end
# of Employees
5
Regulatory assets under management
| Total Number of Accounts | 8 |
| AUM (Assets Under Management) | $ 63,509,406 |
Red Flags
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Company Information
CALLAIS CAPITAL MANAGEMENT, LLC
CRD#: 226511Thibodaux, LA 70301TRUST BUT VERIFY
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