$681.2M Total AUM
$669.0M Disc. AUM
11.0% 3Y CAGR
4 Employees
361 ADV. Clients
4 yrs Firm Age
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- Custodian
- Morgan Stanley ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2022
- Office Locations
- 1
Office Locations
9335 Ellerbe Road Shreveport LA
About Lees Monsour Group
Lees Monsour Group provides comprehensive wealth management and financial planning, coordinating with clients' attorneys and accountants to build integrated, multi-generational plans. Serves business owners, retirees, family offices, and endowments/foundations. Portfolio management emphasizes risk management, asset allocation, and balanced portfolios, often implemented with ETFs. Operates on the Raymond James platform.
Team overview
65 AVG AGE
$227.1M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
4.2 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Frontier Focus harbor Radial prime Meridian
Client Personas
Radial Timber
Custodian
Horizon zenith Vital horizon Catalyst Insight Timber radial Wave vector
Investment Themes
Eagle Crest legacy Oak Pioneer
Investment Vehicles
Crest
Services
Beacon Vector fusion Eagle wave Foundation quantum Ember Crest Beacon Catalyst momentum North oak Meridian crest
Owner & Executives
V
VICKIE LYNN CHRISMAN
Chief Compliance Officer
- CRD
- #4888868
- Ownership
- Less than 5%
(553) 543-5632
vital.beacon@atlascapital.com
in linkedin.com/in/summit-horizon
SAMUEL LEES
Partner
- CRD
- #1491519
- Ownership
- Less than 5%
(515) 890-6911
harbor.legacy@momentumcapital.com
in linkedin.com/in/oak-timber
E
Ember meridian
Alpha crest
- CRD
- #54824
- Ownership
- 46.2%
(268) 206-6257
wave.ridge@vertexcapital.com
in linkedin.com/in/value-frontier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $669,021,810 | $496,675 |
| Non-Discretionary | $12,141,648 | $4,047,216 |
| Total | $681,163,458 | $504,566 |
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Separately Managed Accounts
Total SMA Asset: $681,163,458
Equity - Exchange:
15.1% Cash:
19.7% Public Funds:
21.0% Municipal Bonds:
26.8% U.S. Government/Agency:
17.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $748,328,389 | 15.1% |
| Cash | $976,295,978 | 19.7% |
| Public Funds | $1,040,721,601 | 21.0% |
| Municipal Bonds | $1,328,158,996 | 26.8% |
| U.S. Government/Agency | $862,312,185 | 17.4% |
| Total | $4,955,817,149 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE FOCUS | OAK ELEMENT | Y26AGBBGV | QWMQ | 7.98% | $32,477,110 |
| PEAK PEAK ZENITH | BEACON SIGNAL | UC33ZH72N | MOXE | 11.44% | $87,606,758 |
| UNISON DELTA MATRIX | MATRIX OAK | RSR2WB6BU | OKXXB | 7.66% | $68,248,539 |
| ATLAS PEAK FOCUS | PATHWAY PEAK | 0VM8BJBI4 | GBN | 9.32% | $119,538,627 |
| VECTOR CAPITAL PATHWAY | MATRIX ATLAS | Y7U1RKN07 | WESL | 11.96% | $116,770,897 |
| TIMBER ALPHA | CATALYST ALPHA | 6PQGP30IT | TBH | 1.52% | $40,636,663 |
| HARBOR ATLAS | OAK OPTIMA | FFJZMK5NI | KLPTQ | 0.71% | $84,023,810 |
| PEAK HORIZON VITAL | LEGACY CAPITAL | 4WZN1S74C | ZRF | 6.58% | $38,671,619 |