# Plum Street Advisors

Plum Street Advisors is a Bank / Wealth / Trust based in New Orleans, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Orleans, United States
- **Region:** North America
- **Address:** New Orleans, LA, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** plumstreetadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/plum-street-advisors-llc

## Regulatory record

- **CRD number:** 283917
- **SEC file number:** 801-121901
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Plum Street Advisors is a boutique investment firm focused on helping clients gain control over their financial life. As a Registered Investment Advisor (RIA), it has a fiduciary duty to act in clients' best interest and does not sell financial products or earn commissions. The firm provides financial planning and investment management, including retirement planning, portfolio management with low-cost ETFs and mutual funds, tax planning, and estate planning.

## People

- Jamie Osborn — CFP® — Founding Partner
- David Dirks — Founding Partner
- Alisa M. Skatrud — CFA, CFP® — Senior Advisor
- Andy Pellegrino — CFP® — Senior Advisor
- Christophe Cadiou — CPA, CFP® — Senior Advisor
- Jennifer Lehman — Manager of Operations
- Michelle Lawrence — Client Service Associate
- Molly Lloyd — Client Service Associate

## Questions

### How is Plum Street Advisors structured?

Plum Street Advisors operates as an independent registered investment advisor (RIA). This structure imposes a fiduciary duty to act in clients' best interests — a higher legal standard than the suitability rule that governs broker-dealers. Independence also means the firm is not obligated to sell proprietary investment products.

### What is Plum Street Advisors' investment approach?

The firm emphasizes strategic asset allocation across public equities, fixed income, and alternative investments — including private equity, private credit, and real assets. It constructs portfolios predominantly for taxable high-net-worth clients, layering active manager selection onto a core passive or factor-aware base where appropriate. Individual client portfolios are tailored to liquidity needs and tax circumstances.

### Who are Plum Street Advisors' typical clients?

The firm serves high-net-worth families, individuals, and a limited number of institutional accounts. Its client base concentrates along the Gulf Coast and broader southeastern United States, though the RIA structure permits it to accept clients nationwide. The firm does not publicly name specific client families or institutional relationships.

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- [Platte River Wealth Advisors](https://altss.com/profile/platte-river-wealth-advisors)
- [Plumbers and Pipefitters of the Carolinas Defined Contribution Plan](https://altss.com/profile/plumbers-and-pipefitters-of-the-carolinas-defined-contribution-plan)

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Updated: 2026-08-11T15:07:49.000Z

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