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Claire D. Crane

ORLEANS CAPITAL MANAGEMENT
MANDEVILLE, LA 70471
CRD#: 8074364
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CC
Claire Diane CraneORLEANS CAPITAL MANAGEMENT

Professional summary


Claire Diane Crane is a registered financial advisor currently at ORLEANS CAPITAL MANAGEMENT CORP located in Mandeville, Louisiana.

Claire is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Claire 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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Claire Diane Crane'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

May 5, 2025 - Present

ORLEANS CAPITAL MANAGEMENT CORP

Office #1: 830 West Causeway Approach Suite 1200, Mandeville, LA 70471Office #2: 2201 Veterans Blvd Suite 410, Metairie, LA 70002Office #3: 3838 Oak Lawn Ave Suite 1650, Dallas, TX 75219
RIA
CRD#: 111359
MANDEVILLE, LA

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".
OC
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
Louisiana
(6/11/2025)
IAR
Texas
(5/5/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 3/19/2025
Uniform Investment Adviser Law Examination

Current Firm


OC
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
11

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 Accounts209
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.

Company Information


ORLEANS CAPITAL MANAGEMENT CORP

CRD#: 111359Mandeville, LA 70471

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