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Firm profile

First Heartland Consultants, Inc..

LAKE ST. LOUIS, MOCRD 110377Latest ADV March 17, 2026

First Heartland Consultants, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lake St. Louis, MO.

Assets Under Management
$2.1B
Employees
96
Offices
71 offices
Total Clients
6,461
Primary office
LAKE ST. LOUIS, MO
4101 LAKE ST. LOUIS BLVD, LAKE ST. LOUIS, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid M. Hoff
CCOZeonia M. Christy
COOScott M. Hoff

Advisory services offered

7 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 93.5% of total clients.
Top client categories% of clientsClients
1
Individuals
93.5%
6,041
2
HNWI
4.8%
309
3
Pension Plans
1.3%
86
4
Corporations
0.2%
13
5
Charitable
0.2%
12

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.1Bas of March 17, 2026
Discretionary90.1%
$1.9B
90% of total RAUM90.1%
Non-discretionary9.9%
$206M
10% of total RAUM9.9%
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.

Total AUM$2.1B
Total Accounts9,610
10Y AUM Change+$823M (+65.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees96
Clients per Employee67:1
10Y Employee Change-31 (-24.4%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.