About Lees Monsour Group
<p>Founded in 1986, Lees Monsour Group offers a family-office style experience for clients who want coordinated advice across investments and long-term planning. The firm is an SEC-registered investment advisor headquartered in Shreveport in northwest Louisiana, serving the broader Ark-La-Tex region.</p> <p>Led by founding partner Sam Lees, the team works with business owners, high-net-worth individuals, families, endowments, foundations, and retirees. Their work covers investment strategy alongside practical planning needs such as business planning, education planning, financial planning, and risk management.</p> <p>For employers, Lees Monsour Group provides <a href="/retirement-plans">retirement plan providers</a> support through 3(21) fiduciary investment advice, helping plan sponsors document investment decisions and maintain an investment process for the plan.</p> <p>As of 2026, the firm reports $0.2B in assets under management. A key differentiator is its focus on bringing multiple planning disciplines under one advisory relationship, rather than splitting investment management and planning among separate providers.</p> <ul> <li>SEC-registered investment advisor</li> <li>3(21) fiduciary investment advice for employer-sponsored retirement plans</li> <li>Investment strategy and portfolio management</li> <li>Business, education, and financial planning</li> <li>Risk management guidance</li> </ul>
Website: https://www.leesmonsourgroup.com/about-us/bio?_=Sam
Office Locations
- Shreveport, LA (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $248.4M