Wealth manager, independent · Kennesaw, GA
Henssler Financial
G. W. Henssler & Associates, LTD · SEC-registered investment adviser · CRD 104545 · SEC 801-37240
At a glance
Henssler Financial is an SEC-registered investment adviser based in Kennesaw, Georgia, with $3.8B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 1,609 individual clients, 733 of them high-net-worth, holding an average of about $2.0 million each, and 88 employees. That ranks it 289th among the nation’s 5,657 independent wealth management RIAs and 17th of 171 in Georgia. It reports Charles Schwab as the custodian for its clients’ separately managed accounts.
Main office 770-429-9166henssler.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $3.8B
- Rank among independent wealth managers
- #289 of 5,657
- Rank among all SEC RIAs
- #2,481 of 17,210
- Rank in Georgia
- #17 of 171
- Individual clients
- 1,609
- High-net-worth clients
- 733
- Accounts
- 5,395
- Discretionary
- 82% of AUM
- Employees
- 88
- Advisory staff
- 36
- Offices
- 3
Owners and executives on its Form ADV
- Patricia T. HensslerTreasurer
- William G. LakoPrincipal and President
- Jennifer J. ThomasPrincipal
- Christopher E. ReevesChief Compliance Officer
- Stacy L. HaubenschildPrincipal and Chief Operating Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Henssler Financial reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 733 | $3.0B | 78% |
| Pension and profit sharing plans | 107 | $517M | 14% |
| Individuals | 876 | $263M | 7% |
| Corporations or other businesses | 18 | $41M | 1% |
| Charitable organizations | 8 | $17M | <1% |
| Investment companies | 1 | $16M | <1% |
| State or municipal government entities | 2 | $1M | <1% |
| Other investment advisers | 1 | $1M | <1% |
Disciplinary disclosures
Henssler Financial reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗henssler.com ↗
AtlasMembers
The full record on Henssler Financial
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,074 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Georgia
All of Georgia →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Southeast Asset Advisors, LLCThomasville | $4.2B | 281 |
| Aprio Wealth Management, LLCAtlanta | $4.2B | 1,592 |
| BT Family Office, LLCAtlanta | $4.0B | 10 |
| Advocacy Wealth Management, LLCAtlanta | $3.2B | 1,658 |
| LCP Institutional, LLCAtlanta | $3.2B | 119 |
| MontagAtlanta | $3.0B | 477 |
Background
Questions
How much does Henssler Financial manage?
Henssler Financial reports $3.8B in regulatory assets under management across 5,395 accounts, 82% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Henssler Financial have?
It reports 1,609 individual clients: 733 high-net-worth individuals and 876 other individuals. Individuals account for about 84% of its regulatory assets.
Where is Henssler Financial headquartered?
Its main office is in Kennesaw, Georgia. It reports 3 offices in total and 88 employees, 36 of whom perform investment advisory functions.
How does Henssler Financial charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Henssler Financial use?
It reports Charles Schwab as the custodian for its clients’ separately managed accounts. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($3.1B). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Henssler Financial a hybrid RIA with a broker-dealer?
Henssler Financial reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Henssler Financial a fiduciary?
As an SEC-registered investment adviser, Henssler Financial owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Henssler Financial’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →