# SHOBE & ASSOCIATES, INC

SHOBE & ASSOCIATES, INC of BATON ROUGE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 114975
- Type: SEC-registered investment adviser
- SEC file number: 801-70323
- Location: 8280 YMCA PLAZA DRIVE, BUILDING 4, BATON ROUGE, LA, 70810
- Phone: 225-763-7010
- Latest filing: 2023-04-10
- Regulatory AUM: $396.6M
- Discretionary AUM: $316.0M
- Non-discretionary AUM: $80.6M
- Clients: 21
- Accounts: 299

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| SHOBE EDWARD LOUIS | CHAIRMAN OF THE BOARD | — |
| POMEROY WILLIAM RALPH | EXECUTIVE VICE PRESIDENT/BOARD MEMBER | — |
| WINDHAM SUSAN SHOBE | SR. VICE PRESIDENT/BOARD MEMBER; VICE PRESIDENT/BOARD MEMBER | — |
| WINDHAM JASON PETER | CHIEF COMPLIANCE OFFICER; PRESIDENT; PRESIDENT/BOARD MEMBER (+1 more) | — |
| LAAKSON BETTY LEWIS | CHIEF COMPLIANCE OFFICER | — |
| KLIEBERT CRAIG ANDREW | SR. VICE PRESIDENT | — |
| LUCKETT COREY PAUL | VICE PRESIDENT | — |
| GANDHI ZAINAB MURTAZA | VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114975/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114975/similar
- Related entities: https://search.stillhousedata.com/firm/114975/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114975

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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.