TERRELL FINANCIAL GROUP

TERRELL FINANCIAL GROUP of METAIRIE, LA is an SEC-registered investment adviser (CRD 148425). Regulatory assets under management: $22.7M.

Registration

• CRD: 148425
• Type: Registered investment adviser
• Location: 3045 RIDGELAKE DRIVE, METAIRIE, LA, 70002
• Phone: 504-838-0411
• Latest filing: 2026-05-01
• Regulatory AUM: $22.7M
• Discretionary AUM: $22.7M
• Clients: 2
• Accounts: 239

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 148425 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search