Henssler Financial is an SEC registered investment adviser organized as a corporation with a primary office location in Kennesaw, GA. Its latest Form ADV filing, dated March 31, 2026, reports $3.8B in regulatory assets under management, 88 employees, 2 offices, and 5,395 accounts.
Top client segmentIndividuals represent 50.2% of total clients.
Top client categories% of clientsClients
1
Individuals
50.2%
876
2
HNWI
42.0%
733
3
Pension Plans
6.1%
107
4
Corporations
1.0%
18
5
Charitable
0.5%
8
Categories with <5 clients
Other investment advisers<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 31, 2026
Discretionary81.7%
$3.1B
82% of total RAUM81.7%
Non-discretionary18.3%
$699M
18% of total RAUM18.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.8B
Total Accounts5,395
10Y AUM Change+$2.6B (+208.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee20:1
10Y Employee Change+26 (+41.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.