Lmg Wealth Partners, Llc
- Regulatory AUM
- $681M
- Discretionary
- $669M
- Clients
- 361
- Avg AUM / client
- $1.9M
- Accounts
- 1,350
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Investments (13F portfolio — 154 positions, $548,740,951)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | S&P 500 GRWT ETF | $37,532,833 | 331,826 | 6.84% | 5.51% |
| 2 | Walmart Inc | COM | $19,802,397 | 159,337 | 3.61% | 2.91% |
| 3 | Apple Inc | COM | $16,706,794 | 65,829 | 3.04% | 2.45% |
| 4 | Vanguard Index Fds | SM CP VAL ETF | $16,423,883 | 75,599 | 2.99% | 2.41% |
| 5 | Chevron Corporation | COM | $15,074,275 | 72,858 | 2.75% | 2.21% |
| 6 | Ishares Tr | RUS 2000 GRW ETF | $14,831,602 | 47,263 | 2.7% | 2.18% |
| 7 | Microsoft Corp | COM | $13,309,233 | 35,954 | 2.43% | 1.95% |
| 8 | Ishares Tr | CORE US AGGBD ET | $12,514,473 | 126,065 | 2.28% | 1.84% |
| 9 | Ishares Tr | RUS MD CP GR ETF | $12,356,918 | 96,448 | 2.25% | 1.81% |
| 10 | Rtx Corporation | COM | $12,011,644 | 62,269 | 2.19% | 1.76% |
| 11 | State Str Spdr S&P 500 Etf T | TR UNIT | $11,650,475 | 17,914 | 2.12% | 1.71% |
| 12 | Franklin Templeton Etf Tr | INTL COR DIV TIL | $10,796,154 | 271,192 | 1.97% | 1.58% |
| 13 | Exxon Mobil Corp | COM | $10,391,909 | 61,251 | 1.89% | 1.53% |
| 14 | Cardinal Health Inc | COM | $10,203,212 | 48,286 | 1.86% | 1.5% |
| 15 | Ishares Tr | S&P 500 VAL ETF | $10,129,740 | 47,974 | 1.85% | 1.49% |
| 16 | Invesco Exchange Traded Fd T | S&P MDCP MOMNTUM | $8,647,688 | 59,631 | 1.58% | 1.27% |
| 17 | Proshares Tr | S&P 500 DV ARIST | $8,343,411 | 78,704 | 1.52% | 1.22% |
| 18 | Ishares Tr | S&P MC 400VL ETF | $8,318,218 | 62,779 | 1.52% | 1.22% |
| 19 | Amazon Com Inc | COM | $7,920,716 | 38,031 | 1.44% | 1.16% |
| 20 | Vanguard Admiral Fds Inc | SMLCP 600 GRTH | $7,369,065 | 59,208 | 1.34% | 1.08% |
| 21 | Celestica Inc | COM | $7,165,094 | 25,437 | 1.31% | 1.05% |
| 22 | Prudential Finl Inc | COM | $7,160,963 | 73,303 | 1.31% | 1.05% |
| 23 | Johnson & Johnson | COM | $7,005,655 | 28,660 | 1.28% | 1.03% |
| 24 | Us Bancorp | COM NEW | $6,852,696 | 131,757 | 1.25% | 1.01% |
| 25 | Caterpillar Inc | COM | $6,846,161 | 9,663 | 1.25% | 1.01% |
Top 25 of 154 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 223 | $62.3M | 9.14% |
| High net worth individuals | 107 | $546M | 80.2% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.2M | 0.47% |
| Charitable organizations | 9 | $25.2M | 3.71% |
| Corporations and other businesses | 22 | $44.4M | 6.52% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Lane Monsour | Managing Member | Jun 2020 (6y) | ≈ 37.5% – 75% via Catahoula Club Llc | |
| Samuel Lees | Managing Member | Mar 2022 (4y) | ≈ 37.5% – 75% via Leesure Time Llc | |
| Vickie Lynn Chrisman | Chief Compliance Officer | Mar 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Leesure Time Llc | Managing Member | Mar 2022 | A | 50% – 75% |
| Catahoula Club Llc | Managing Member | Mar 2022 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Jeffrey Lane Monsour: 75% – 100% of Catahoula Club Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Samuel Lees: 75% – 100% of Leesure Time Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/26/2026 | 914 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Raymond James $681M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗