Montz Harcus Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Montz Harcus Wealth Management reports 687 clients. They include 447 individual clients, 220 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 90.7% ($795M across 1,438 accounts) are managed with discretion; $81.8M across 93 accounts are not. It advised 20 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 12% |
| High-net-worth individuals | 32% | 78% |
| Pension and profit-sharing plans | 2% | 7% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 447 | $107M | 12.2% | $240K |
| High-net-worth individuals | 220 | $687M | 78.4% | $3.12M |
| Pension and profit-sharing plans | 11 | $62.6M | 7.1% | $5.69M |
| Charitable organizations | Fewer than 5 | $16.2M | 1.8% | $8.1M |
| Corporations and other businesses | 7 | $3.23M | 0.4% | $461K |
| Total | 687 | $876M | 100% | — |
- Clients
- 447
- Regulatory AUM
- $107M
- AUM share
- 12.2%
- Avg. per client
- $240K
- Clients
- 220
- Regulatory AUM
- $687M
- AUM share
- 78.4%
- Avg. per client
- $3.12M
- Clients
- 11
- Regulatory AUM
- $62.6M
- AUM share
- 7.1%
- Avg. per client
- $5.69M
- Clients
- Fewer than 5
- Regulatory AUM
- $16.2M
- AUM share
- 1.8%
- Avg. per client
- $8.1M
- Clients
- 7
- Regulatory AUM
- $3.23M
- AUM share
- 0.4%
- Avg. per client
- $461K
Total
- Clients
- 687
- Regulatory AUM
- $876M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 20
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Montz Harcus Wealth Management charges 0.30%–1.00% a year for its Portfolio Management Fees. The fee is negotiable and requires an account of at least $250,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Fixed Fee
- New financial plans begin at a fixed $2,500, and plan updates are a fixed fee beginning at $2,500, negotiable.
- Hourly Financial Planning Consultation
- Negotiated hourly fee for financial planning consultation is $250.00 an hour.
- Private Alternative Investment Fees
- Advisory fee on private alternative investments is 1.00% of assets up to $1,000,000 and 0.50% above that, generally negotiable.
Christine Montz owns 75% or more of Montz Harcus Wealth Management. The leadership team of Montz Harcus Wealth Management includes President Alexander Harcus. It has 10 employees, 6 of them in advisory roles.
Leadership
Alexander HarcusMember/Vice President/Chief Compliance Officer
Christine MontzManaging Member/President
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 6 in advisory functions
- 6 state-registered reps
- 2 broker-dealer reps
- 5 insurance agents
- Owns 75% or more of Montz Harcus Wealth Management LLC
Christine Montz
Control person · since April 2019
- Owns 10% to 25% of Montz Harcus Wealth Management LLC
Alexander Harcus
Control person · since April 2019
Montz Harcus Wealth Management’s regulatory assets grew 2.0× from $436M (July 2021) to $876M (August 2026); clients rose from 460 to 687 and employees from 6 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $876M | 687 | 10 | 2 |
| March 2025 | $714M | 616 | 9 | 1 |
| April 2024 | $564M | 592 | 7 | 1 |
| March 2023 | $451M | 567 | 7 | 1 |
| July 2022 | $538M | 534 | 7 | 1 |
| July 2021 | $436M | 460 | 6 | 1 |
Besides its headquarters, Montz Harcus Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Louisiana.
Louisiana · 1 listed address
- 610 City Park Avenue, New OrleansHQ
Contact and registration details
- Legal name
- Montz Harcus Wealth Management LLC
- Headquarters
- 610 City Park Avenue, New Orleans, LA 70119
- Website
- montzharcus.com
- Phone
- 504-488-3700
- @montz-harcus-wealth-management
- SEC file
- 801-115292
- Founded
- 2019
- Structure
- Louisiana LLC
- Fiscal year end
- December
Montz Harcus Wealth Management uses Charles Schwab ($796M) as custodian for its separately managed accounts. Montz Harcus Wealth Management has custody of $400M in client assets for 475 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $796M100%
At year end, Montz Harcus Wealth Management’s separately managed accounts were mostly in funds (75%) and bonds (10%). Its reported 13F holdings for the quarter ended 30 June 2026 total $281M across 100 positions; the largest are SPDR Series Trust (14.2%), State Str SPDR S&P 500 ETF T (12.7%) and Invesco Exchange Traded FD T (6.6%).
What the accounts hold
- Stocks9%
- Funds75%
- Registered funds71%
- Pooled vehicles4%
- Bonds10%
- State and local bonds8%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash6%
Reported 13F holdings
- $281M
- Reported 13F value
- 100
- Positions
- 66.3%
- In the 10 largest
- +13.5%
- Value vs. prior quarter
- SPDR Series Trust · ST Str P500etf14.2%
- State Str SPDR S&P 500 ETF T · TR Unit12.7%
- Invesco Exchange Traded FD T · Rafi US 1000 ETF6.6%
- SPDR Series Trust · ST Str P400mid6.2%
- SPDR Series Trust · ST Str Sp600 Sml5.7%
- iShares TR · Core MSCI Eafe4.9%
- SPDR Index Shs Fds · ST Str PO EX ETF4.6%
- State Str SPDR S&P Midcap 40 · Utser1 S&pdcrp4.0%
- Vanguard Whitehall Fds · High Div Yld3.9%
- Apple Inc.3.6%
Together, the ten largest are 66.3% of reported value.
How many clients does Montz Harcus Wealth Management have?
Montz Harcus Wealth Management has 687 clients and manages $876 million for them, as of August 2026. They include 447 individual clients, 220 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 August 2026
What services does Montz Harcus Wealth Management offer?
Montz Harcus Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Montz Harcus Wealth Management charge?
Montz Harcus Wealth Management charges 0.30%–1.00% a year for its Portfolio Management Fees. The fee is negotiable and requires an account of at least $250,000.
Which custodians does Montz Harcus Wealth Management use?
Montz Harcus Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $796M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 August 2026
How many financial advisors does Montz Harcus Wealth Management have?
Montz Harcus Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 5 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Montz Harcus Wealth Management invest in?
At the end of its last fiscal year, Montz Harcus Wealth Management’s separately managed accounts held 71% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 8% state and local bonds, 6% cash and equivalents, 4% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Montz Harcus Wealth Management have a minimum investment?
Yes, Montz Harcus Wealth Management’s minimum account size for its Portfolio Management Fees is $250K.
Who owns Montz Harcus Wealth Management?
Montz Harcus Wealth Management’s direct owners are Christine Montz (75% or more) and Alexander Harcus (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 August 2026
How does Montz Harcus Wealth Management get paid?
Montz Harcus Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Montz Harcus Wealth Management registered with the SEC?
Yes, Montz Harcus Wealth Management has been registered with the SEC as an investment adviser since 17 May 2019. Its CRD number is 301963 and its SEC file number is 801-115292.
Source: Form ADV Part 1A, Item 1, filed 4 August 2026; IAPD firm record
How do I contact Montz Harcus Wealth Management?
Montz Harcus Wealth Management’s main office is at 610 City Park Avenue, New Orleans, LA 70119. Its phone number is 504-488-3700. Its website is montzharcus.com.