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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LEES MONSOUR GROUP

LMG WEALTH PARTNERS, LLC, CRD 318023

SHREVEPORT, 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:fa11c844-fd0e-f342-738e-92709c46bb5b

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Feb 7, 2022 to Aug 5, 2026
13 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=0.89 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $681MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $669M
Private client RAUM: $608MderivedItem 5.D individuals plus high net worth individuals
Private client share: 89%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $227Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,350
Individual clients: 223
High net worth clients: 107
Custody, client assets: $302M
SEC number: 801-123403
CIK: 1965772
CRD: 318023
Filings on the tape: 13
First filed: Feb 7, 2022
Latest filed: Aug 5, 2026
Organised: Limited Liability Company, LA
Website: leesmonsourgroup.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
SAMUEL LEES	n/a	SHREVEPORT, LA	4	40	2	no
JEFFREY LANE MONSOUR	n/a	SHREVEPORT, LA	4	30	2	no
VICKIE LYNN CHRISMAN	n/a	SHREVEPORT, LA	4	18	3	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
CATAHOULA CLUB LLC	MANAGING MEMBER	D	yes	03/2022	Mar 11, 2022	Nov 20, 2024
CHRISMAN, VICKIE, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	03/2022	Mar 11, 2022	Nov 20, 2024
LEES, SAMUEL	Partner	Na	yes	03/2022	Mar 11, 2022	Nov 20, 2024
LEES, SAMUEL	MANAGING MEMBER	E	yes	03/2022	Mar 11, 2022	Nov 20, 2024
LEESURE TIME LLC	MANAGING MEMBER	D	yes	03/2022	Mar 11, 2022	Nov 20, 2024
MONSOUR, JEFFREY, LANE	Partner	Na	yes	03/2022	Mar 11, 2022	Nov 20, 2024
MONSOUR, JEFFREY, LANE	MANAGING MEMBER	E	yes	06/2020	Mar 11, 2022	Nov 20, 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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Feb 18, 2026	$681M	$669M	4	3	n/a	n/a
2024	Feb 3, 2025	$612M	$601M	4	3	n/a	n/a
2023	Feb 1, 2024	$514M	$509M	4	3	n/a	n/a
2022	Feb 23, 2023	$482M	$475M	4	3	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
0	0	0	0.0%	0	0	0	0	0

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	$681M	$612M	11.3%	$482M	12.2%	4	4	0	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
Stephens	3	Mar 30, 2022	Jul 11, 2022	SHREVEPORT, LA	Team lift out	Ibd to new firm	1.6%

Relationships

Registered with (3)

← VICKIE LYNN CHRISMANAdvisorregistration: current employment
Jul 11, 2022 to presentfactForm ADV
← SAMUEL LEESAdvisorregistration: current employment
Mar 11, 2022 to presentfactForm ADV
← JEFFREY LANE MONSOURAdvisorregistration: current employment
Mar 11, 2022 to presentfactForm ADV

Controls (5)

← LEES, SAMUELOwnerMANAGING MEMBER, ownership code E, individual
Mar 11, 2022 to Nov 20, 2024factForm ADV
← MONSOUR, JEFFREY, LANEOwnerMANAGING MEMBER, ownership code E, individual
Mar 11, 2022 to Nov 20, 2024factForm ADV
← CHRISMAN, VICKIE, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 11, 2022 to Nov 20, 2024factForm ADV
← CATAHOULA CLUB LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Mar 11, 2022 to Nov 20, 2024factForm ADV
← LEESURE TIME LLCOwnerMANAGING MEMBER, ownership code D, domestic entity
Mar 11, 2022 to Nov 20, 2024factForm ADV

Moved with (1)

← STEPHENSRegistered adviser3 advisors, team lift out
Mar 30, 2022 to Jul 11, 2022factForm ADV

Dated events

Occurred
Mar 30, 2022
Team lift-out
3 advisors left Stephens (Shreveport, LA) for Lees Monsour Group within 6 days
Form ADVobserved 4 days ago
3 advisors
Occurred
Mar 11, 2022
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Lees Monsour Group (listed 2022-02-07, absent 2022-03-11)
Form ADVobserved 4 days ago
Occurred
Mar 11, 2022
Control person joined
Samuel Lees (Managing Member) appeared on Schedule A of Lees Monsour Group
Form ADVobserved 4 days ago
Occurred
Mar 11, 2022
Control person joined
Lynn Vickie Chrisman (Chief Compliance Officer) appeared on Schedule A of Lees Monsour Group
Form ADVobserved 4 days ago
Occurred
Mar 11, 2022
Control person joined
Lane Jeffrey Monsour (Managing Member) appeared on Schedule A of Lees Monsour Group
Form ADVobserved 4 days ago
Occurred
Feb 7, 2022
First Form ADV filing
Lmg Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fa11c844-fd0e-f342-738e-92709c46bb5b
First observed: Feb 7, 2022
Last observed: Aug 5, 2026 45 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.

LEES MONSOUR GROUP

LMG WEALTH PARTNERS, LLC, CRD 318023

SHREVEPORT, 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:fa11c844-fd0e-f342-738e-92709c46bb5b

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:06 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SAMUEL LEES

n/a

SHREVEPORT, LA

JEFFREY LANE MONSOUR

n/a

SHREVEPORT, LA

VICKIE LYNN CHRISMAN

n/a

SHREVEPORT, LA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CATAHOULA CLUB LLC

MANAGING MEMBER

yes

03/2022

Mar 11, 2022

Nov 20, 2024

CHRISMAN, VICKIE, LYNN

CHIEF COMPLIANCE OFFICER

yes

03/2022

Mar 11, 2022

Nov 20, 2024

LEES, SAMUEL

Partner

yes

03/2022

Mar 11, 2022

Nov 20, 2024

LEES, SAMUEL

MANAGING MEMBER

yes

03/2022

Mar 11, 2022

Nov 20, 2024

LEESURE TIME LLC

MANAGING MEMBER

yes

03/2022

Mar 11, 2022

Nov 20, 2024

MONSOUR, JEFFREY, LANE

Partner

yes

03/2022

Mar 11, 2022

Nov 20, 2024

MONSOUR, JEFFREY, LANE

MANAGING MEMBER

yes

06/2020

Mar 11, 2022

Nov 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 18, 2026

$681M

$669M

n/a

2024

Feb 3, 2025

$612M

$601M

n/a

2023

Feb 1, 2024

$514M

$509M

n/a

2022

Feb 23, 2023

$482M

$475M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$681M

$612M

11.3%

$482M

12.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Stephens

Mar 30, 2022

Jul 11, 2022

SHREVEPORT, LA

Team lift out

Ibd to new firm

1.6%