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11739 Ferdinand Street, Saint Francisville, LA 70775 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-09-11 |
| AL | RA | APPROVED | 2025-09-04 |
| TX | RA | APPROVED_RES | 2025-08-31 |
Branch Locations
11739 Ferdinand Street, Saint Francisville, LA 70775 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vere Asset Management, Llc | Baton Rouge | LA | 03/2011 | Present |
| Summit Financial Wealth Advisors | Lafayette | LA | 03/2012 | Present |
| Frontier Solutions, Llc | Atlanta | GA | 02/2014 | Present |
| Vere Asset Management, Inc | Collierville | TN | 03/2011 | 12/2020 |
| Kg&L Capital Management, Llc | Saint Francisville | LA | 08/2020 | Present |
| Cane Capital Partners, Llc | Saint Francisville | LA | 08/2025 | Present |
1. PARTIAL OWNERSHIP OF WORD ASSET MANAGEMENT, 6534 SANDSTONE AVE, BATON ROUGE, LA; HAS PARTIAL OWNERSHIP IN HOME HEALTH AGENCY AND ASSISTING LIVING; DEVOTES 15 HOURS PER YEAR AFTER MARKET CLOSE; NOT SECURITIES RELATED. 2. PARTIAL OWNER OF SOUTHERN PORTABLE STORAGE; 2623 KLEINERT AVE., BATON ROUGE, LA 70806. STORAGE BOX RENTALS; NO HRS DEVOTED TO CO; NOT SECURITIES RELATED. 3. VANTAGE POINTE, OLD BALSALM RD., WAYNESVILLE, NC.; APARTMENTS, 25% FINANCIAL INTEREST, DEVOTES 20 HOURS PER YEAR AFTER MARKET CLOSE; NOT SECURITIES RELATED. 4. Partial owner of Word Investments LLC 5. Partial interest in Conservation Land Management 6. Partial owner of MJMB Property LLC 7. Partial owner of Spanish Lake Restoration LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-01 |
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