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HANCOCK WHITNEY INVESTMENT SERVICES INC.

CRD 40637 · SEC 801-68420

701 POYDRAS ST., SUITE 3100, NEW ORLEANS, LA, 70139, United States

Phone

504-586-7290

Fax

504-962-4722

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$306.1M

Discretionary AUM

$306.1M

Team

49 total employees; 49 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-23

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals863$270.3M
High net worth individuals2$11.6M
Corporations/business entities16$8.1M

States served

LA, MS, TX

Official SEC filing: View on IAPD