Montz Harcus Wealth Management
Firm details
- Headquarters
- New Orleans, Louisiana
- CRD number
- 301963
- Registered since
- May 17, 2019
- Website
- www.montzharcus.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.42%
- Individuals12.22%
- Pension & Profit Sharing Plans7.14%
- Charitable Organizations1.85%
- Corporations / Businesses0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Montz Harcus Wealth Management is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2019. The firm acts as a capital allocator for both individual/family and institutional clients and combines fee models — percentage of AUM, hourly, and fixed fees — to serve different client needs. In addition to advisory work, the firm carries on several broker/insurance/accounting activities: it operates as a registered representative of a broker-dealer, an insurance broker, and an accountant. Service offerings emphasize comprehensive planning and discretionary portfolio management for individuals and small businesses, along with educational workshops and the ability to select third‑party advisers. The firm lists pension consulting among its advisory activities but is not designated on its filings as a formal pension consultant. Montz Harcus does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds71%
- Exchange Traded Equities9%
- State & Local Bonds8%
- Cash & Cash Equivalents6%
- Private Funds4%
Contacts
3 of 6
Bennett Duffy
Portfolio ManagerCRD 7021890
Mary Brown
Insurance SpecialistCRD 5281184
Christine Montz
PresidentCRD 3100135
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$316M in ETFs
70%
$222M
1%
$94.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $39.9M | 454,084 | 12.63% |
Location
New Orleans, LA
Orleans
Location
New Orleans, LA
Headquartered in New Orleans, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Orleans
- Address
- 610 City Park Ave
- Time zone
- CT (UTC-6)
- Office locations
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