AdvisorGrade

Financial advisers in Shreveport, LA

7 registered investment adviser firms in Shreveport managing $2.3B in assets, based on public SEC Form ADV filings.

Lees Monsour Group

Shreveport, LA · Est. 2022

Local
Fee-based
AUM
$681M
Per adviser
$227M
Advisers
3

No reported disclosures

Hmv Wealth Advisors, LLC

Shreveport, LA · Est. 2022

Local
Fee-only
AUM
$465M
Per adviser
$155M
Advisers
3

No reported disclosures

Adkins Seale Capital Management LLC

Shreveport, LA · Est. 2013

Local
Fee-based
AUM
$448M
Per adviser
$224M
Advisers
2

No reported disclosures

Maven Royalty Management, LLC

Shreveport, LA · Est. 2020

Local
Fee-only
AUM
$241M
Per adviser
$30M
Advisers
8

No reported disclosures

Lyons Capital Group

Shreveport, LA · Est. 2025

Local
Fee-based
AUM
$166M
Per adviser
$83M
Advisers
2

No reported disclosures

Pinnacle Asset Management Group, Corporation (INC.)

Shreveport, LA · Est. 2018

Local
Fee-only
AUM
$156M
Per adviser
$78M
Advisers
2

No reported disclosures

Castellano & Associates

Shreveport, LA · Est. 2024

Local
Fee-based
AUM
$130M
Per adviser
$43M
Advisers
3

No reported disclosures