Wingo Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wingo Asset Management provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and retirement plan consulting to individual and institutional clients. The firm reports managing roughly $96 million in discretionary assets and offers tailored portfolio solutions that incorporate model portfolios and account monitoring.
Investment decisions are grounded in fundamental, value-oriented analysis and strategically allocated model portfolios that may incorporate modern portfolio theory. The firm states an emphasis on absolute returns and may use tactical allocation shifts, unconventional asset classes, concentrated positions, and derivative or structured products as part of its implementation and when matching clients with sub‑advisers.
A distinctive aspect of the firm is its affiliation with an insurance business: the firm’s principal is a licensed insurance agent and may recommend insurance products for which commissions are received, a conflict the brochure discloses and says the firm seeks to mitigate. The brochure also documents a recent pause and reinstatement of its adviser registration (withdrawal in December 2024 and reinstatement in August 2025) and describes a small advisor team that nonetheless provides both plan-level consulting and use of outside sub‑advisers.
Client services
Expertise
Fee options
$0 - $10,000,000: 2.00% $10,000,001+: Negotiable <2%
Minimum fee: Fixed fee for financial planning ranges from $1,200 to $2,500, negotiable Fee-only: Fixed fee for financial planning ($1,200 to $2,500, negotiable)
Main office
611 Absinthe Court, Ste. E
Shreveport LA 71115
Advisors at this office
2
Most active in
Arkansas · Louisiana · Texas
Also doing business as
Wingo Asset Management, LLC · Wingo George Asset Management, LLC · Wingo George Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
William M
Series 66
Shreveport, LA
Wingo Asset Management, LLC
William Mccollum is a financial advisor at Wingo Asset Management, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Wealthcare Advisory Partners LLC and Eagle Financial Management Services, over the past two decades. Wingo Asset Management serves as an investment manager for pooled and institutional assets, offering retirement plan consulting and fixed-fee comprehensive financial planning. The firm uses model-based strategies grounded in fundamental, value-oriented analysis and routinely manages third-party sub-advisers to align with client objectives.
John W
Series 65
Shreveport, LA
Wingo Asset Management, LLC
John Wingo is a financial advisor with Wingo Asset Management, LLC in Shreveport, LA, holding a Series 65 designation and seven years of industry experience. He previously worked at RFG Advisory, LLC and has managed Wingo Wealth, LLC since 2014, where he markets various insurance products. Outside of investment advisory services, he is involved as a managing partner in several non-investment businesses including self storage and document storage ventures. Wingo Asset Management provides comprehensive financial planning, discretionary portfolio management, sub-advisory services, and retirement plan consulting to both individual and institutional clients. The firm employs a value-oriented investment approach with strategically allocated model portfolios and emphasizes absolute returns utilizing tactical allocation and alternative investment strategies.
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