|
⚲
|
| Keyboard |
| Montz Harcus Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 301963 |
| SEC # | 801-115292 |
| CIK # | 0001918613 |
| AUM | 876.3 M (2026-06-02) |
| Employees | 10 (60% Investors, 20% Brokers) |
| Fees | |
| Minimum | |
| Phone | 504-488-3700 |
| Address | 610 City Park Avenue New Orleans, LA 70119 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001918613 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 8.7 | ||
| Home Bancorp Inc | 6.1 | ||
| Microsoft Corp | 5.2 | ||
| J P Morgan Chase & Co | 5.0 | ||
| Amazon Com Inc | 5.0 | ||
| Nvidia Corp | 3.2 | ||
| Facebook Inc | 2.7 | ||
| iShares Bitcoin Trust | 2.3 | ||
| Alphabet Inc | 1.6 | ||
| Caterpillar Inc | 1.3 | ||
| Global MOFY Metaverse Ltd | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Business First Bancshares Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 107.1 |
| (b) Individuals (high net worth individuals) | 220 | 687.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 62.6 |
| (h) Charitable organizations | 2 | 16.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,531 | 876.3 |
| By Discretionary | ||
| Discretionary | 1,438 | 794.6 |
| Non-Discretionary | 93 | 81.8 |
| Total | 1,531 | 876.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 876.3 | |
| Total | 1,531 | 876.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001918613] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Basepoint Wealth LLC
✚
|
IA | 883.8 M |
|
Intelligence Driven Advisers LLC
✚
|
CA | 881.9 M |
|
XY Investment Solutions LLC
✚
|
MT | 881.5 M |
|
REDW Wealth LLC
✚
|
NM | 869.2 M |
|
Integrity Financial Corporation
✚
|
WY | 868.1 M |
|
Park Capital Management LLC
✚
|
WI | 868.0 M |
|
Highline Wealth Partners LLC
✚
|
CA | 867.9 M |
|
Greenrock Research Inc
✚
|
IL | 863.9 M |
|
Level Financial Advisors Inc
✚
|
NY | 862.7 M |
|
Gill Capital Partners LLC
✚
|
CO | 862.4 M |