Terminus, LLC (Baton Rouge)

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.

Terminus: assets under management

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 firm manages $15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $789.47 thousand each.

Fees & Commissions

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.

Careers at Terminus, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Dexter Rollins	Chief executive officer	1 May 2010	25% - 50%	3014467
David Cordell Rollins	Chief compliance officer	1 Jun 2010	25% - 50%	4576407
Devin Peter Espindle	Chief investment officer	1 Aug 2010	25% - 50%	5642911

Based in Baton Rouge

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.