Terminus, LLC is an adviser based in Baton Rouge. It manages $15 million of regulatory assets for 19 client accounts. It has been registered with the SEC as an adviser since 2010.
Terminus provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Terminus, LLC is $15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 131% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Terminus, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Devin Peter Espindle has served as the Chief Investment Officer since 1 Aug 2010 and Michael Dexter Rollins is the Chief Executive Officer of Terminus, LLC family office. David Cordell Rollins joined the executive team most recently as the Chief Compliance Officer.
The principal office where Terminus, LLC performs its advisory services is located at 115 E Greens Drive, Baton Rouge, LA 70810, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 225-281-7655 or by fax 225-308-4289. The normal business hours are 8:00-5:00 on Monday - Friday.