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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Matrix quantum
- Established Date
- 05-17-2019
- Office Locations
- 2
Office Locations
About Montz Harcus Wealth Management
Montz Harcus Wealth Management (MHWM) is an SEC-registered RIA providing comprehensive financial planning and ongoing investment management for high-net-worth clients nationwide. The team brings 125+ years of combined experience and delivers objective, tailored advice spanning retirement, insurance, tax, and estate planning. Client assets are custodied at Charles Schwab, with brokerage available via PKS (FINRA/SIPC) and affiliated tax/insurance support through Physicians Resource Group.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTINE CHAMPAGNE MONTZ
Managing Member, President
- CRD
- #3100135
- Ownership
- 75% or more
ALEXANDER BRUCE HARCUS
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #6321832
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Mary Elizabeth Brown
Financial Advisor
- CRD
- #5281184
Morell S Crane III
Financial Advisor
- CRD
- #6027482
Signal meridian
Radial bridge zenith
- CRD
- #31385
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $794,575,177 | $552,556 |
| Non-Discretionary | $81,758,000 | $879,118 |
| Total | $876,333,177 | $572,393 |
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Separately Managed Accounts
Total SMA Asset: $876,333,177
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $176,685,722 | 10.4% |
| Equity - Exchange | $300,705,507 | 17.7% |
| Municipal Bonds | $244,641,769 | 14.4% |
| Cash | $297,307,705 | 17.5% |
| Private Funds | $222,556,053 | 13.1% |
| Corporate - Investment Grade | $317,694,519 | 18.7% |
| U.S. Government/Agency | $139,309,896 | 8.2% |
| Total | $1,698,901,171 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER TIMBER OPTIMA | CREST CAPITAL | 7R012UWTJ | AYL | 9.08% | $49,342,823 |
| FUSION MERIDIAN FOCUS | DELTA CATALYST | T9H7Z0BJU | GUO | 1.58% | $101,811,643 |
| VALUE RIDGE | VITAL SIGNAL | POMBM8VDE | FVR | 12.27% | $92,385,423 |
| SUMMIT GLACIER BEACON | CREST EAGLE | IS1EEA9PW | ABKG | 8.49% | $74,392,085 |
| OAK VECTOR | NORTH VITAL | 01OEQC218 | PVS | 9.94% | $116,527,048 |
| SUMMIT TIMBER | WAVE CATALYST | UUPTCBPYX | FEF | 7.85% | $86,457,141 |
| EAGLE VERTEX ALPHA | HARBOR PATHWAY | RNWRFRATJ | AZJR | 6.31% | $48,069,376 |
| NORTH UNISON | VALUE PEAK | SL9CXPH5T | QWRZW | 5.56% | $70,662,626 |