HC
Harold J. Callais
CALLAIS CAPITAL MANAGEMENT
THIBODAUX, LA 70301
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CRD#: 6535779
HC
Professional summary
Harold Joseph Callais II is a registered financial advisor currently at CALLAIS CAPITAL MANAGEMENT, LLC located in Thibodaux, Louisiana.
Harold is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Harold has worked at 1 firm and has passed the Series 65 exam.
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, Inc. is an FDIC and state regulated commercial bank in an investment-related business, located at 4626 LA-1 Raceland, LA, 70394. Harold is a member of the Advisory Board, where he reviews and comments on bank strategy. Hal first joined Community Bancorp in 2006. Hal devotes an average of 0.5 hours per month to this business.
Abdon Callais Offshore, LLC is a real estate holding company in an investment-related business, located at 1300 N. Alex Plaisance Blvd., #A, Golden Meadow, LA, 70357. Hal is a member who consults on special projects in an unofficial and non-authoritative role. Hal first joined Abdon Callais Offshore in 2012. Hal devotes an average of 0.5 hours per month to this business.
Pelican Waste & Debris, LLC is a waste collection and transportation company in a non-investment related business, located at 172 N Lacarpe Cir, Houma, LA, 70345. Hal is a member of the Board of Directors responsible for the oversight of the company's business. Hal first joined Pelican Waste & Debris in 2015. Hal devotes an average of 2 hours per month to this business, all of which are during trading hours.
Callais Capital Holdings, is a single-family office in an investment-related business, located at 401 Focus Street, Thibodaux, LA, 70301. Hal is a Managing Member who helps oversee the firm's passive investment holdings. Hal first joined Callais Capital Holdings in 2016. Hal devotes an average of 0.25 hours per month to this business, all of which are during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Harold Joseph Callais II's 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®
NoneExperience
Current
January 29, 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(1/29/2016)
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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