#1Adkins Seale Capital Management LLC
ADKINS SEALE CAPITAL MANAGEMENT LLC
Serves this area from Shreveport, LA (53 mi)
Retirement Plan Advisors in Cass County, TX
The top-ranked retirement plan advisors serving Cass County, TX are Adkins Seale Capital Management LLC, Hmv Wealth Advisors, LLC and Lees Monsour Group. We list 4 retirement plan advisors serving Cass County, TX. 4 of the providers shown match an active record from U.S. Securities and Exchange Commission, checked on the date shown. Rankings follow our published methodology; sponsored placements never change rank.
Retirement Plan Advisors serving Cass County, TX. 4 providers, 4 of the top 4 verified against federal or state records. Registry records checked on 2026-11-04.
Top 4 ranked retirement plan advisors for Cass County
| # | Provider | Verified records | Based in | Phone |
|---|---|---|---|---|
| 1 | Adkins Seale Capital Management LLC | SEC-registered investment adviser (CRD)#166749 | Shreveport, LA (53 mi) | (318) 703-3641 |
| 2 | Hmv Wealth Advisors, LLC | SEC-registered investment adviser (CRD)#297747 | Shreveport, LA (53 mi) | (318) 517-6255 |
| 3 | Lees Monsour Group | SEC-registered investment adviser (CRD)#318023 | LA | (318) 506-8635 |
| 4 | Castellano & Associates | SEC-registered investment adviser (CRD)#117369 | LA | (318) 683-1040 |
#2Hmv Wealth Advisors, LLC
HMV WEALTH ADVISORS, LLCServes this area from Shreveport, LA (53 mi)#3Lees Monsour Group
LMG WEALTH PARTNERS, LLCServes this area from LA#4Castellano & Associates
ARNOLD CASTELLANO AND ASSOCIATES, LLCServes this area from LA
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Frequently asked questions
How many retirement plan advisors serve Cass County?
We list 4 retirement plan advisors serving Cass County, TX: 0 based there and 4 serving it from nearby. 4 of the top 4 match an active federal or state record, checked on 2026-11-04.
Which retirement plan advisors serve Cass County?
The top-ranked retirement plan advisors serving Cass County, TX are Adkins Seale Capital Management LLC, Hmv Wealth Advisors, LLC, Lees Monsour Group and Castellano & Associates. The full ranked list, with the official records each provider matched, is on this page.
Which retirement plan advisors serving Cass County are verified against official records?
4 of the top 4 match an active official record: Adkins Seale Capital Management LLC (U.S. Securities and Exchange Commission), Hmv Wealth Advisors, LLC (U.S. Securities and Exchange Commission), Lees Monsour Group (U.S. Securities and Exchange Commission) and Castellano & Associates (U.S. Securities and Exchange Commission). Each badge links to the official record it matched.
How are these companies ranked?
By our published methodology: verified registrations, documented capabilities, years registered and responsiveness. Sponsored placements are shown separately and never affect rank.
What does "Verified" mean on this page?
"Verified" means we matched the provider to an active official record on the date shown; each badge links to that record. The absence of a badge only means we have not verified that item.
What is the difference between a 3(21) and a 3(38) advisor?
A 3(21) advisor recommends investments and shares fiduciary responsibility for them; a 3(38) investment manager selects and monitors the investments with discretion. The plan sponsor still chooses and monitors the advisor.
"Verified" means we matched the provider to an active official record on the date shown. The absence of a badge only means we have not verified that item. How we rank and verify. Page updated .
Communities served
Atlanta, Linden, Hughes Springs, Queen City, Avinger, Bloomburg, McLeod, Douglassville, Bivins, Marietta, Domino