SHREVEPORT, LACRD 318023Latest ADV February 18, 2026
Lees Monsour Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shreveport, LA. Its latest Form ADV filing, dated February 18, 2026, reports $681M in regulatory assets under management, 4 employees, and 1,350 accounts.
Top client segmentIndividuals represent 61.8% of total clients.
Top client categories% of clientsClients
1
Individuals
61.8%
223
2
HNWI
29.6%
107
3
Corporations
6.1%
22
4
Charitable
2.5%
9
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$681Mas of February 18, 2026
Discretionary98.2%
$669M
98% of total RAUM98.2%
Non-discretionary1.8%
$12M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$681M
Total Accounts1,350
10Y AUM Change+$681M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee90:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.