DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Lees Monsour Group
Legal name Lmg Wealth Partners, LLC
Latest filing Aug 5, 2026
First filing on the tape Feb 7, 2022 · 13 filings
SEC status approved since Mar 9, 2022
RAUM
$681M
reported, Item 5.F
Discretionary
98%
of RAUM
Private clients
89%
$608M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$227M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$681M as of Aug 5, 2026
Feb 23, 2023$482M then
HNW client RAUM$546M as of Aug 5, 2026
Feb 23, 2023$419M then
State-registered IARs (5.B.3)3 as of Aug 5, 2026
Feb 23, 20233 then
Employees (5.A)4 as of Aug 5, 2026
Feb 23, 20234 then
Private funds: no history
RAUM +11% over the last fiscal year+12% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Aug 5, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $227MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 110derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $5.1MderivedHNW RAUM over HNW clients
- Average account
- $504,566derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 98%derivedof RAUM
- Institutional
- 4.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.3derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +11%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.1%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consultingreportedItem 5.G
- Custody
- $302M, 27 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$546M80%
- Individuals$62.3M9.1%
- Corporations and businesses$44.4M6.5%
- Charitable organizations$25.2M3.7%
- Pension and profit-sharing plans$3.2M0.5%
- Individual clients
- 223reported
- HNW clients
- 107reported
- Pension plan clients
- n/areported
- Charitable clients
- 9reported
- Accounts
- 1,350reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $302M for 27 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.89 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Samuel Lees | Shreveport, La | Mar 11, 2022 | 40 y | 2 |
| Jeffrey Lane Monsour | Shreveport, La | Mar 11, 2022 | 30 y | 2 |
| Vickie Lynn Chrisman | Shreveport, La | Jul 11, 2022 | 18 y | 3 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Vickie Lynn Chrisman from StephensJul 11, 2022 · Affiliated broker-dealer or bank to independent RIA
- Jeffrey Lane Monsour from StephensMar 11, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- Samuel Lees from StephensMar 11, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lynn Vickie Chrisman · Chief Compliance Officercontrolsince 03/2022 · owns less than 5%
- Samuel Lees · Partnercontrolsince 03/2022 · owns less than 5%
- Lane Jeffrey Monsour · Partnercontrolsince 03/2022 · owns less than 5%
- Samuel Lees · Managing Membercontrolsince 03/2022 · owns 75% or more of Leesure Time LLC
- Lane Jeffrey Monsour · Managing Membercontrolsince 06/2020 · owns 75% or more of Catahoula Club LLC
Entity owners
- Catahoula Club LLC · Managing Memberdirect · owns 50% to 75%
- Leesure Time LLC · Managing Memberdirect · owns 50% to 75%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Shreveport, La · principal | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,199 to 1,350May 5, 2025 to Feb 18, 2026
- HNW clients · 100 to 107May 5, 2025 to Feb 18, 2026
- Individual clients · 220 to 223May 5, 2025 to Feb 18, 2026
- Assets in custody · $124M to $302MMay 5, 2025 to Feb 18, 2026
- Discretionary RAUM · $601M to $669MMay 5, 2025 to Feb 18, 2026
- HNW RAUM · $481M to $546MMay 5, 2025 to Feb 18, 2026
- Individual RAUM · $61.0M to $62.3MMay 5, 2025 to Feb 18, 2026
- Non-discretionary RAUM · $10.7M to $12.1MMay 5, 2025 to Feb 18, 2026
- Pension RAUM · $2.9M to $3.2MMay 5, 2025 to Feb 18, 2026
- RAUM · $612M to $681MMay 5, 2025 to Feb 18, 2026
- Assets in custody · $246M to $124MFeb 3, 2025 to May 5, 2025
- Insurance-licensed employees · 1 to 0Feb 3, 2025 to May 5, 2025
- Financial planning clients · 0 to 0Feb 3, 2025 to May 5, 2025
- Accounts · 938 to 1,199Nov 20, 2024 to Feb 3, 2025
- Advisory activities · 3 to 4Nov 20, 2024 to Feb 3, 2025
- Corporate clients · unset to 22.0Nov 20, 2024 to Feb 3, 2025
- HNW clients · 46 to 100Nov 20, 2024 to Feb 3, 2025
- Individual clients · 870 to 220Nov 20, 2024 to Feb 3, 2025
- Assets in custody · $152M to $246MNov 20, 2024 to Feb 3, 2025
- Discretionary RAUM · $509M to $601MNov 20, 2024 to Feb 3, 2025
- HNW RAUM · $374M to $481MNov 20, 2024 to Feb 3, 2025
- Individual RAUM · $105M to $61.0MNov 20, 2024 to Feb 3, 2025
- Non-discretionary RAUM · $5.4M to $10.7MNov 20, 2024 to Feb 3, 2025
- Pension RAUM · $1.8M to $2.9MNov 20, 2024 to Feb 3, 2025
- RAUM · $514M to $612MNov 20, 2024 to Feb 3, 2025
- Accounts · 871 to 938Feb 23, 2023 to Feb 1, 2024
- HNW clients · 83 to 46Feb 23, 2023 to Feb 1, 2024
- Individual clients · 183 to 870Feb 23, 2023 to Feb 1, 2024
- Assets in custody · $30.5M to $152MFeb 23, 2023 to Feb 1, 2024
- Discretionary RAUM · $475M to $509MFeb 23, 2023 to Feb 1, 2024
- HNW RAUM · $419M to $374MFeb 23, 2023 to Feb 1, 2024
- Individual RAUM · $28.3M to $105MFeb 23, 2023 to Feb 1, 2024
- Non-discretionary RAUM · $7.1M to $5.4MFeb 23, 2023 to Feb 1, 2024
- Pension RAUM · $1.9M to $1.8MFeb 23, 2023 to Feb 1, 2024
- RAUM · $482M to $514MFeb 23, 2023 to Feb 1, 2024
- Accounts · 846 to 871Jul 9, 2022 to Feb 23, 2023
- Advisory employees · 2 to 3Jul 9, 2022 to Feb 23, 2023
- HNW clients · 69 to 83Jul 9, 2022 to Feb 23, 2023
- Individual clients · 184 to 183Jul 9, 2022 to Feb 23, 2023
- Pension plan clients · 2.0 to unsetJul 9, 2022 to Feb 23, 2023
Signals
6 dated events
- 3 advisors left Stephens (Shreveport, LA) for Lees Monsour Group within 6 daysMar 30, 2022 · Team lift-out · derived
- Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Lees Monsour Group (listed 2022-02-07, absent 2022-03-11)Mar 11, 2022 · Control person left · inference
- Samuel Lees (Managing Member) appeared on Schedule A of Lees Monsour GroupMar 11, 2022 · Control person joined · fact
- Lynn Vickie Chrisman (Chief Compliance Officer) appeared on Schedule A of Lees Monsour GroupMar 11, 2022 · Control person joined · fact
- Lane Jeffrey Monsour (Managing Member) appeared on Schedule A of Lees Monsour GroupMar 11, 2022 · Control person joined · fact
- Lmg Wealth Partners, Llc filed its initial SEC registration (Form ADV)Feb 7, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- bri@leesmonsourgroup.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business email
- sam@leesmonsourgroup.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 318-404-1599reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 318-506-8635reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 318-506-8636reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- leesmonsourgroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (318) 506-8635reportedpublic record, Form ADV, Aug 5, 2026
- Contact form
- leesmonsourgroup.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $227Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026