# FRANCIS FINANCIAL GROUP, LLC

FRANCIS FINANCIAL GROUP, LLC of NEW ORLEANS, LA is an SEC-registered investment adviser.

## Registration

- CRD: 113205
- Type: SEC-registered investment adviser
- SEC file number: 801-62828
- Location: 400 POYDRAS STREET, SUITE 2430, NEW ORLEANS, LA, 70130
- Phone: 504-299-2990
- Latest filing: 2018-04-05
- Regulatory AUM: $429.9M
- Discretionary AUM: $111.3M
- Non-discretionary AUM: $318.6M
- Clients: 4
- Accounts: 144

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| FRANCIS OCTAVE JOSEPH | CEO; CEO, CHIEF COMPLIANCE OFFICER; CEO, CHIEF INVESTMENT OFFICER, CHIEF COMPLIANCE OFFICER | — |
| BECNEL MARLET COX | CHIEF COMPLIANCE OFFICER | — |
| DASTE STEPHEN MICHAEL | PRESIDENT; PRESIDENT / COO; PRINCIPAL (+1 more) | — |
| PRATT STEPHEN EPHRAIM | CHIEF COMPLIENCE OFFICER | — |
| MARTIN TOMIKA BOUDREAUX | CHIEF OPERATING OFFICER | — |
| REED RITA MARIA | PRESIDENT; PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113205/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113205/similar
- Related entities: https://search.stillhousedata.com/firm/113205/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113205

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.