Top 6 financial advisor firms in Shreveport

6 SEC-registered financial advisor firms are headquartered in Shreveport, LA, with $2.15B in combined regulatory assets under management. The largest by assets are LMG Wealth Partners ($681M), HMV Wealth Advisors ($567M) and Adkins Seale Capital Management ($448M).

6
Financial advisor firms: $2.15B
Their combined AUM: $307M
Median firm AUM: 1,467
Clients of the top 6

The 6 largest by assets

1
LMG Wealth Partners
RIA
$681M
0.50% to 1.50% a year
2
HMV Wealth Advisors
RIA
$567M
0.35% to 1.00% a year
3
Adkins Seale Capital Management
RIA
$448M
0.50% to 1.20% a year
4
Lyons Capital Group
RIA
$166M
1.00% to 1.50%
5
Pinnacle Asset Management Group, Corporation (Inc.)
RIA
$156M
Regulatory AUM
6
Arnold Castellano and Associates
RIA
$130M
Regulatory AUM

Profiles of the top 6

No. 1 · RIA

LMG Wealth Partners

LMG Wealth Partners is an investment adviser based in Shreveport, LA, registered with the SEC since 2022. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $681 million, as filed on 5 August 2026.

LMG Wealth Partners charges 0.50%–1.50% a year for its Investment Management Services.

Regulatory AUM: $681M
Clients: 361
Advisory staff: 3
Founded: 2022
Fee schedule: 0.50% to 1.50% a year
Custodians: Raymond James
Headquarters: 9335 Ellerbe Road, Shreveport, LA 71106
Phone: 318-506-8635
Website: leesmonsourgroup.com

No. 2 · RIA

HMV Wealth Advisors

HMV Wealth Advisors is an investment adviser based in Shreveport, LA, registered with the SEC since 2022. It provides investment management. Its clients include high-net-worth individuals, corporations and other businesses, and individual clients. Its regulatory assets under management total $567 million, as filed on 9 September 2026.

HMV Wealth Advisors charges 0.35%–1.00% a year for its Investment Management Services.

Regulatory AUM: $567M
Clients: 138
Advisory staff: 3
Fee schedule: 0.35% to 1.00% a year
Custodians: Fidelity
Headquarters: 333 Texas Street, Suite 1525, Shreveport, LA 71101
Phone: 318-517-6255
Website: hmvwealth.com

No. 3 · RIA

Adkins Seale Capital Management

Adkins Seale Capital Management is an investment adviser based in Shreveport, LA, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $448 million, as filed on 22 February 2026.

Adkins Seale Capital Management charges 0.50%–1.20% a year for its Adkins Seale Wrap Program.

Regulatory AUM: $448M
Clients: 140
Advisory staff: 2
Founded: 2013
Fee schedule: 0.50% to 1.20% a year
Custodians: Charles Schwab
Headquarters: 333 Texas Street, Suite 2235, Shreveport, LA 71101
Phone: 318-703-3641
Website: ascm-llc.com

No. 4 · RIA

Lyons Capital Group

Lyons Capital Group is an investment adviser based in Shreveport, LA, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $166 million, as filed on 7 August 2026.

Lyons Capital Group charges 1.00%–1.50% for its Investment management services. The brochure does not state whether the rate is annual.

Regulatory AUM: $166M
Clients: 287
Advisory staff: 2
Fee schedule: 1.00% to 1.50%
Custodians: Charles Schwab
Headquarters: 1923 Southern Loop, Suite N, Shreveport, LA 71106
Phone: 318-455-7790
Website: lyonscapgroup.com

No. 5 · RIA

Pinnacle Asset Management Group, Corporation (Inc.)

Pinnacle Asset Management Group, Corporation (Inc.) is an investment adviser based in Shreveport, LA, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $156 million, as filed on 25 March 2026.

Regulatory AUM: $156M
Clients: 240
Advisory staff: 2
Custodians: Pershing
Headquarters: 2020 Line Avenue, Shreveport, LA 71104-2125
Phone: 318-221-7526

No. 6 · RIA

Arnold Castellano and Associates

Arnold Castellano and Associates is an investment adviser based in Shreveport, LA, registered with the SEC since 2024. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $130 million, as filed on 2 March 2026.

Regulatory AUM: $130M
Clients: 301
Advisory staff: 3
Custodians: Charles Schwab
Headquarters: 9343 Ellerbe Road, BLDG A, Shreveport, LA 71106
Phone: 318-683-1040
Website: todaycpa.com

Questions about financial advisors in Shreveport

How many financial advisor firms are headquartered in Shreveport?

6 SEC-registered financial advisor firms report their principal office in Shreveport, LA, managing $2.15B in regulatory assets between them. The other 1 adviser headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Shreveport?

LMG Wealth Partners, with $681M in regulatory assets under management on its latest Form ADV. The next largest are HMV Wealth Advisors ($567M) and Adkins Seale Capital Management ($448M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Shreveport?

The median firm manages $307M in regulatory assets. That is the midpoint of the 6 firms headquartered in Shreveport.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Shreveport charge?

Of the 6 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Shreveport?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Shreveport has 6 financial advisor firms; see every adviser in the city →