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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MONTZ HARCUS WEALTH MANAGEMENT

MONTZ HARCUS WEALTH MANAGEMENT LLC, CRD 301963

NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dff4bc8d-f2cd-f8cd-9486-495e09d4480d

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Apr 16, 2019 to Aug 4, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.91 fund_share=0.0 institutional_share=0.09 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $876MItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $795M
Private client RAUM: $794MderivedItem 5.D individuals plus high net worth individuals
Private client share: 91%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $146Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,531
Individual clients: 447
High net worth clients: 220
Custody, client assets: $400M
SEC number: 801-115292
CRD: 301963
Filings on the tape: 35
First filed: Apr 16, 2019
Latest filed: Aug 4, 2026
Organised: Limited Liability Company, LA
Website: montzharcus.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTINE CHAMPAGNE MONTZ	Certified Financial Planner	NEW ORLEANS, LA	7	26	1	yes
ALEXANDER BRUCE HARCUS	Certified Financial Planner	NEW ORLEANS, LA	7	12	1	yes
JOSEPH CHARLES MONTZ	n/a	NEW ORLEANS, LA	7	44	1	no
Mary Elizabeth Brown	n/a	NEW ORLEANS, LA \| Daphne, AL	6	22	n/a	no
Morell S Crane	n/a	NEW ORLEANS, LA	5	12	2	no
Bennett Lyle Duffy	n/a	NEW ORLEANS, LA	0	12	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARCUS, ALEXANDER, BRUCE	MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER	B	yes	04/2019	Mar 19, 2020	Oct 10, 2024
MONTZ, CHRISTINE, CHAMPAGNE	MANAGING MEMBER/PRESIDENT	E	yes	04/2019	Mar 19, 2020	Oct 10, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 7 of 8

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$876M	$795M	9	5	1	n/a	n/a
2024	Mar 20, 2025	$714M	$645M	9	6	0	n/a	n/a
2023	Mar 14, 2024	$564M	$519M	7	6	0	n/a	n/a
2022	Mar 8, 2023	$451M	$419M	7	7	0	n/a	n/a
2021	Mar 14, 2022	$538M	$466M	6	6	0	n/a	n/a
2020	Feb 23, 2021	$436M	$377M	6	5	0	n/a	n/a
2019	Mar 19, 2020	$347M	$302M	6	6	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	16.7%	0	0	0	1	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$876M	$714M	22.8%	$451M	24.8%	10	9	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERITAS ADVISORY SERVICES	4	May 15, 2019	Jul 3, 2019	GLENDALE, AZ	Team lift out	Ibd to new firm	2.9%

Relationships

Registered with (9)

← Bennett Lyle DuffyAdvisorregistration: current employment
Apr 7, 2026 to presentfactForm ADV
← Morell S CraneAdvisorregistration: current employment
Oct 14, 2020 to presentfactForm ADV
← Mary Elizabeth BrownAdvisorregistration: current employment
Dec 6, 2019 to presentfactForm ADV
← JOSEPH CHARLES MONTZAdvisorregistration: current employment
Jun 3, 2019 to presentfactForm ADV
← CHRISTINE CHAMPAGNE MONTZAdvisorregistration: current employment
May 17, 2019 to presentfactForm ADV
← ALEXANDER BRUCE HARCUSAdvisorregistration: current employment
May 17, 2019 to presentfactForm ADV
← HANNAH REED TUCKERAdvisorregistration: previous registration
Jun 23, 2022 to Jan 5, 2026factForm ADV
← Katrina Jael KourkoutisAdvisorregistration: previous registration
Jul 3, 2019 to Jan 25, 2022factForm ADV
← Brian Edward CurrieAdvisorregistration: previous registration
Oct 25, 2019 to Sep 25, 2020factForm ADV

Controls (2)

← MONTZ, CHRISTINE, CHAMPAGNEOwnerMANAGING MEMBER/PRESIDENT, ownership code E, individual
Mar 19, 2020 to Oct 10, 2024factForm ADV
← HARCUS, ALEXANDER, BRUCEOwnerMEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 19, 2020 to Oct 10, 2024factForm ADV

Moved with (1)

← AMERITAS ADVISORY SERVICESRegistered adviser4 advisors, team lift out
May 15, 2019 to Jul 3, 2019factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Hannah Reed Tucker left Montz Harcus Wealth Management for Stokes Family Office Llc (registered 2026-01-05)
Form ADVobserved 4 days ago
Occurred
Mar 20, 2025
Regulatory AUM changed
Montz Harcus Wealth Management reported RAUM $713.7M, up 27% from $563.8M (2024-10-10 to 2025-03-20)
Form ADVobserved 4 days ago
$150M
Occurred
Mar 14, 2024
Regulatory AUM changed
Montz Harcus Wealth Management reported RAUM $563.8M, up 25% from $450.6M (2024-02-21 to 2024-03-14)
Form ADVobserved 4 days ago
$113M
Occurred
Jan 25, 2022
Advisor changed firm
Katrina Jael Kourkoutis left Montz Harcus Wealth Management for A More Certain Path (registered 2022-02-01)
Form ADVobserved 4 days ago
Occurred
Apr 16, 2019
First Form ADV filing
Montz Harcus Wealth Management Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dff4bc8d-f2cd-f8cd-9486-495e09d4480d
First observed: Apr 16, 2019
Last observed: Aug 4, 2026 46 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MONTZ HARCUS WEALTH MANAGEMENT

MONTZ HARCUS WEALTH MANAGEMENT LLC, CRD 301963

NEW ORLEANS, LA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:dff4bc8d-f2cd-f8cd-9486-495e09d4480d

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTINE CHAMPAGNE MONTZ

Certified Financial Planner

NEW ORLEANS, LA

yes

ALEXANDER BRUCE HARCUS

Certified Financial Planner

NEW ORLEANS, LA

yes

JOSEPH CHARLES MONTZ

n/a

NEW ORLEANS, LA

Mary Elizabeth Brown

n/a

NEW ORLEANS, LA | Daphne, AL

n/a

Morell S Crane

n/a

NEW ORLEANS, LA

Bennett Lyle Duffy

n/a

NEW ORLEANS, LA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARCUS, ALEXANDER, BRUCE

MEMBER/VICE PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

04/2019

Mar 19, 2020

Oct 10, 2024

MONTZ, CHRISTINE, CHAMPAGNE

MANAGING MEMBER/PRESIDENT

yes

04/2019

Mar 19, 2020

Oct 10, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$876M

$795M

n/a

2024

Mar 20, 2025

$714M

$645M

n/a

2023

Mar 14, 2024

$564M

$519M

n/a

2022

Mar 8, 2023

$451M

$419M

n/a

2021

Mar 14, 2022

$538M

$466M

n/a

2020

Feb 23, 2021

$436M

$377M

n/a

2019

Mar 19, 2020

$347M

$302M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$876M

$714M

22.8%

$451M

24.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERITAS ADVISORY SERVICES

May 15, 2019

Jul 3, 2019

GLENDALE, AZ

Team lift out

Ibd to new firm

2.9%