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HA

Heather E. Alleman

ALLEMAN CAPITAL MANAGEMENT
Lafayette, LA
Some features on this profile are disabled
CRD#: 7874163
HA

Professional summary

Heather Elise Alleman is a registered financial advisor currently at ALLEMAN CAPITAL MANAGEMENT, LLC located in Lafayette, Louisiana.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Heather has worked at 1 firm and has passed the Series 65 and Series 3 exams.

top-8-questions

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 Heather Elise Alleman'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®
None

Experience

Current

August 5, 2025 - Present

ALLEMAN CAPITAL MANAGEMENT, LLC

RIA
CRD#: 330105
Lafayette, 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
(8/5/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/27/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 3
Date: 1/17/2024
National Commodity Futures Examination

Current Firm

AC
ALLEMAN CAPITAL MANAGEMENT, LLC
ALLEMAN CAPITAL MANAGEMENT, LLC

CRD#: 330105 / SEC#:

Louisiana
Registered Investment Advisory firm - (8/5/2025 Approved)
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Contact information

Main Address
4400a Ambassador Caffery Pkwy, Ste 382, Lafayette, LA 70508
Mailing Address
Phone number
(337) 322-0032
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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.

Company Information

ALLEMAN CAPITAL MANAGEMENT, LLC

CRD#: 330105Lafayette, LA

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