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Chief Executive Officer and Chief Investment Officer · The Herbst Group, LLC

Brian G. Herbst

CRD 5125974 · Named on Form ADV at one SEC-registered adviser

At a glance

The Herbst Group, LLC, an SEC-registered wealth manager with $205 million in regulatory assets, lists Brian G. Herbst on its Form ADV as Chief Executive Officer and Chief Investment Officer, a control person.

Firms and roles

  • The Herbst Group, LLCChief Executive Officer and Chief Investment OfficerWealth manager · United States · $205M in regulatory assets

AtlasMembers

Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.