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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

HENSSLER FINANCIAL

G. W. HENSSLER & ASSOCIATES, LTD, CRD 104545

KENNESAW, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8299c4cc-16ca-eeef-6442-2e3bd5b01354

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 53
Dated events: 7
On other graphs: 0
Observed: Mar 30, 2012 to Mar 31, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.8BItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.1B
Private client RAUM: $3.2BderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 29
RAUM per advisor: $132Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 88
Advisory employees: 36
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 5,395
Individual clients: 876
High net worth clients: 733
Custody, client assets: $173M
SEC number: 801-37240
CIK: 1080369
CRD: 104545
Filings on the tape: 17
First filed: Mar 30, 2012
Latest filed: Mar 31, 2026
Organised: Corporation, GA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 30

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JENNIFER JONES THOMAS	Certified Financial Planner	KENNESAW, GA	23	32	n/a	no
WILLIAM GEORGE LAKO	Certified Financial Planner	KENNESAW, GA	23	31	1	no
SHARI LYNN SANTELL	n/a	MARIETTA, GA	23	43	1	no
GENE WILLIE HENSSLER	n/a	KENNESAW, GA	23	39	1	no
CLAUDIA SUZANNE LAKO	n/a	KENNESAW, GA	23	31	n/a	no
DONALD JAMES BARKER	n/a	KENNESAW, GA	13	19	n/a	no
KARL CANTY SMITH	Certified Financial Planner	KENNESAW, GA	13	15	n/a	no
ADAM EDGAR LAMAR LEDBETTER	Certified Financial Planner	KENNESAW, GA	12	25	n/a	no
TRAVIS JARRETT MCKENZIE	n/a	KENNESAW, GA	12	13	n/a	no
SCOTT ARON BROWN	n/a	KENNESAW, GA	11	20	3	no
THOMAS LOGAN DANIEL	n/a	KENNESAW, GA	10	12	n/a	no
Giuliana Barbagelata	Certified Financial Planner	KENNESAW, GA	5	12	n/a	no
PETER ALAN LYNCH	n/a	KENNESAW, GA	5	35	2	no
JUSTIN JACOB WAGNER	n/a	Naples, FL \| KENNESAW, GA	5	14	1	no
Melanie Wells	Certified Financial Planner	KENNESAW, GA \| Atlanta, GA	5	15	n/a	no
Clayton Scott Norman	Certified Financial Planner	KENNESAW, GA	5	10	n/a	no
Adam Stadalius	Certified Financial Planner	KENNESAW, GA	5	14	n/a	no
MICHAEL ANTHONY GRIFFIN	Certified Financial Planner	KENNESAW, GA	2	19	n/a	no
Alyson Nicole Kountz	n/a	KENNESAW, GA	2	12	n/a	no
Patrick Collins Kendrick	n/a	KENNESAW, GA	2	10	n/a	no
MICHAEL JAMES COELHO	Certified Financial Planner	KENNESAW, GA	1	11	2	no
ROMAN SHLYAKHETKO	Certified Financial Planner	KENNESAW, GA	1	13	3	no
Branson Francis Nelson	n/a	KENNESAW, GA	1	10	1	no
Samantha Kate Greckel	Certified Financial Planner	KENNESAW, GA	1	10	n/a	no
Jacob Henry Pritchard	Certified Financial Planner	KENNESAW, GA	1	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HENSSLER, PATRICIA, TAYLOR	Treasurer	Na	yes	09/1995	Mar 31, 2026	Mar 31, 2026
LAKO, WILLIAM, GEORGE	PRINCIPAL AND PRESIDENT	D	yes	12/1998	Mar 31, 2026	Mar 31, 2026
REEVES, CHRISTOPHER, EVERITT	CHIEF COMPLIANCE OFFICER OPERATING OFFICER	Na	yes	05/2007	Mar 31, 2026	Mar 31, 2026
THOMAS, JENNIFER, JONES	Principal	B	yes	07/2000	Mar 31, 2026	Mar 31, 2026
HAUBENSCHILD, STACY, LYNN	PRINCIPAL AND CHIEF OPERATING OFFICER	B	yes	11/2012	Apr 1, 2013	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHRISTOPHER E. REEVES	n/a	n/a	n/a	N	no	n/a
HENSSLER CAPITAL, LLC	n/a	n/a	n/a	N	yes	n/a
HENSSLER INSURANCE, LLC	n/a	n/a	n/a	N	yes	n/a
HENSSLER PROPERTY MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
HENSSLER REALTY	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dunwoody	Ga	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$3.8B	$3.1B	88	36	2	n/a	n/a
2024	Apr 3, 2025	$3.4B	$2.7B	96	40	2	n/a	n/a
2023	Mar 29, 2024	$3.0B	$2.4B	90	39	1	n/a	n/a
2022	Mar 30, 2023	$2.6B	$2.2B	91	36	1	n/a	n/a
2021	Mar 31, 2022	$2.8B	$2.2B	81	34	1	n/a	n/a
2020	Mar 31, 2021	$2.3B	$1.9B	69	28	1	n/a	n/a
2019	Mar 30, 2020	$2.1B	$1.7B	72	31	1	n/a	n/a
2018	Mar 29, 2019	$1.6B	$1.5B	75	23	1	n/a	n/a
2017	Apr 25, 2018	$1.5B	$1.4B	69	27	1	n/a	n/a
2016	Apr 1, 2017	$1.2B	$1.2B	62	31	n/a	n/a	n/a
2015	Mar 30, 2016	$1.2B	$1.1B	70	29	n/a	n/a	n/a
2014	Mar 31, 2015	$1.2B	$1.2B	77	29	n/a	n/a	n/a
2013	Apr 3, 2014	$1.2B	$977M	69	26	n/a	n/a	n/a
2012	Apr 1, 2013	$1.0B	$859M	60	25	n/a	n/a	n/a
2011	Mar 30, 2012	$1.0B	$811M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	3	-1	10.3%	1	0	0	6	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$3.8B	$3.4B	12.1%	$2.6B	13.1%	88	96	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FELTON & PEEL WEALTH MANAGEMENT, INC.	2	Aug 15, 2018	Aug 23, 2018	KENNESAW, GA	Team lift out	RIA to state RIA	14.3%
MARIETTA WEALTH MANAGEMENT, LLC	2	Oct 27, 2015	Oct 21, 2015	KENNESAW, GA	Team lift out	Other	10.5%

Relationships

Registered with (46)

← Isaac Grant DixonAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← Ya Ting YangAdvisorregistration: current employment
Jul 13, 2026 to presentfactForm ADV
← GREGORY CHARLES SUTTONAdvisorregistration: current employment
Dec 23, 2025 to presentfactForm ADV
← Miles MagyarAdvisorregistration: current employment
May 12, 2025 to presentfactForm ADV
← Jacob Henry PritchardAdvisorregistration: current employment
Mar 24, 2025 to presentfactForm ADV
← Branson Francis NelsonAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← Samantha Kate GreckelAdvisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← ROMAN SHLYAKHETKOAdvisorregistration: current employment
Mar 3, 2025 to presentfactForm ADV
← MICHAEL JAMES COELHOAdvisorregistration: current employment
Jan 15, 2025 to presentfactForm ADV
← Patrick Collins KendrickAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← Alyson Nicole KountzAdvisorregistration: current employment
Feb 19, 2024 to presentfactForm ADV
← MICHAEL ANTHONY GRIFFINAdvisorregistration: current employment
Nov 8, 2023 to presentfactForm ADV
← Adam StadaliusAdvisorregistration: current employment
Jul 28, 2021 to presentfactForm ADV
← Clayton Scott NormanAdvisorregistration: current employment
Jun 22, 2021 to presentfactForm ADV
← Melanie WellsAdvisorregistration: current employment
May 28, 2021 to presentfactForm ADV
← JUSTIN JACOB WAGNERAdvisorregistration: current employment
May 24, 2021 to presentfactForm ADV
← PETER ALAN LYNCHAdvisorregistration: current employment
May 21, 2021 to presentfactForm ADV
← Giuliana BarbagelataAdvisorregistration: current employment
May 19, 2021 to presentfactForm ADV
← THOMAS LOGAN DANIELAdvisorregistration: current employment
Jan 8, 2016 to presentfactForm ADV
← SCOTT ARON BROWNAdvisorregistration: current employment
Sep 24, 2014 to presentfactForm ADV
← TRAVIS JARRETT MCKENZIEAdvisorregistration: current employment
May 27, 2014 to presentfactForm ADV
← ADAM EDGAR LAMAR LEDBETTERAdvisorregistration: current employment
Oct 30, 2013 to presentfactForm ADV
← KARL CANTY SMITHAdvisorregistration: current employment
Sep 13, 2013 to presentfactForm ADV
← DONALD JAMES BARKERAdvisorregistration: current employment
Nov 6, 2012 to presentfactForm ADV
← SHARI LYNN SANTELLAdvisorregistration: current employment
Apr 8, 2003 to presentfactForm ADV
← GENE WILLIE HENSSLERAdvisorregistration: current employment
Apr 8, 2003 to presentfactForm ADV
← CLAUDIA SUZANNE LAKOAdvisorregistration: current employment
Apr 8, 2003 to presentfactForm ADV
← JENNIFER JONES THOMASAdvisorregistration: current employment
Apr 7, 2003 to presentfactForm ADV
← WILLIAM GEORGE LAKOAdvisorregistration: current employment
Apr 7, 2003 to presentfactForm ADV
← Cathal E CarsonAdvisorregistration: previous registration
May 9, 2024 to Mar 27, 2026factForm ADV
and 16 more

Affiliated with (1)

← HENSSLER FINANCIALRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (5)

← THOMAS, JENNIFER, JONESOwnerPRINCIPAL, ownership code B, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← LAKO, WILLIAM, GEORGEOwnerPRINCIPAL AND PRESIDENT, ownership code D, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← HENSSLER, PATRICIA, TAYLOROwnerTREASURER, ownership code NA, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← REEVES, CHRISTOPHER, EVERITTOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Mar 29, 2024factForm ADV
← HAUBENSCHILD, STACY, LYNNOwnerPRINCIPAL AND CHIEF OPERATING OFFICER, ownership code B, individual
Apr 1, 2013 to Mar 29, 2024factForm ADV

Moved with (1)

→ MARIETTA WEALTH MANAGEMENT, LLCRegistered adviser2 advisors, team lift out, same day
Oct 27, 2015 to Oct 21, 2015factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 27, 2026
Advisor changed firm
Cathal E Carson left Henssler Financial for American Financial Advisors, Llc. (registered 2026-07-17)
Form ADVobserved 4 days ago
Occurred
Dec 17, 2025
Advisor changed firm
Margaret Arrowood Remeika left Henssler Financial for American Financial Advisors, Llc. (registered 2026-03-30)
Form ADVobserved 4 days ago
Occurred
Dec 1, 2025
Advisor changed firm
Joshua Paul Weidie left Henssler Financial for Paces Ferry Wealth Advisors, Llc (registered 2026-01-05)
Form ADVobserved 4 days ago
Occurred
May 21, 2024
Advisor changed firm
Shawna Lynn Theriault left Henssler Financial for Wiser Wealth Management, Inc (registered 2024-06-06)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2023
Control person left
Willie Gene Henssler (Principal And Director) no longer on Schedule A of Henssler Financial (listed 2022-03-31, absent 2023-03-30)
Form ADVobserved 4 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Henssler Financial reported RAUM $2.1B, up 34% from $1.6B (2019-03-29 to 2020-03-30)
Form ADVobserved 4 days ago
$540M

Show 1 bookkeeping events

Occurred
Sep 16, 2026
Sarah Grace Clifton registered as an investment adviser representative at Henssler Financial

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8299c4cc-16ca-eeef-6442-2e3bd5b01354
First observed: Mar 30, 2012
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HENSSLER FINANCIAL

G. W. HENSSLER & ASSOCIATES, LTD, CRD 104545

KENNESAW, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:8299c4cc-16ca-eeef-6442-2e3bd5b01354

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:04 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JENNIFER JONES THOMAS

Certified Financial Planner

KENNESAW, GA

n/a

WILLIAM GEORGE LAKO

Certified Financial Planner

KENNESAW, GA

SHARI LYNN SANTELL

n/a

MARIETTA, GA

GENE WILLIE HENSSLER

n/a

KENNESAW, GA

CLAUDIA SUZANNE LAKO

n/a

KENNESAW, GA

n/a

DONALD JAMES BARKER

n/a

KENNESAW, GA

n/a

KARL CANTY SMITH

Certified Financial Planner

KENNESAW, GA

n/a

ADAM EDGAR LAMAR LEDBETTER

Certified Financial Planner

KENNESAW, GA

n/a

TRAVIS JARRETT MCKENZIE

n/a

KENNESAW, GA

n/a

SCOTT ARON BROWN

n/a

KENNESAW, GA

THOMAS LOGAN DANIEL

n/a

KENNESAW, GA

n/a

Giuliana Barbagelata

Certified Financial Planner

KENNESAW, GA

n/a

PETER ALAN LYNCH

n/a

KENNESAW, GA

JUSTIN JACOB WAGNER

n/a

Naples, FL | KENNESAW, GA

Melanie Wells

Certified Financial Planner

KENNESAW, GA | Atlanta, GA

n/a

Clayton Scott Norman

Certified Financial Planner

KENNESAW, GA

n/a

Adam Stadalius

Certified Financial Planner

KENNESAW, GA

n/a

MICHAEL ANTHONY GRIFFIN

Certified Financial Planner

KENNESAW, GA

n/a

Alyson Nicole Kountz

n/a

KENNESAW, GA

n/a

Patrick Collins Kendrick

n/a

KENNESAW, GA

n/a

MICHAEL JAMES COELHO

Certified Financial Planner

KENNESAW, GA

ROMAN SHLYAKHETKO

Certified Financial Planner

KENNESAW, GA

Branson Francis Nelson

n/a

KENNESAW, GA

Samantha Kate Greckel

Certified Financial Planner

KENNESAW, GA

n/a

Jacob Henry Pritchard

Certified Financial Planner

KENNESAW, GA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HENSSLER, PATRICIA, TAYLOR

Treasurer

yes

09/1995

Mar 31, 2026

LAKO, WILLIAM, GEORGE

PRINCIPAL AND PRESIDENT

yes

12/1998

Mar 31, 2026

REEVES, CHRISTOPHER, EVERITT

CHIEF COMPLIANCE OFFICER OPERATING OFFICER

yes

05/2007

Mar 31, 2026

THOMAS, JENNIFER, JONES

Principal

yes

07/2000

Mar 31, 2026

HAUBENSCHILD, STACY, LYNN

PRINCIPAL AND CHIEF OPERATING OFFICER

yes

11/2012

Apr 1, 2013

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRISTOPHER E. REEVES

n/a

HENSSLER CAPITAL, LLC

n/a

yes

n/a

HENSSLER INSURANCE, LLC

n/a

yes

n/a

HENSSLER PROPERTY MANAGEMENT, LLC

n/a

yes

n/a

HENSSLER REALTY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Dunwoody

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$3.8B

$3.1B

n/a

2024

Apr 3, 2025

$3.4B

$2.7B

n/a

2023

Mar 29, 2024

$3.0B

$2.4B

n/a

2022

Mar 30, 2023

$2.6B

$2.2B

n/a

2021

Mar 31, 2022

$2.8B

$2.2B

n/a

2020

Mar 31, 2021

$2.3B

$1.9B

n/a

2019

Mar 30, 2020

$2.1B

$1.7B

n/a

2018

Mar 29, 2019

$1.6B

$1.5B

n/a

2017

Apr 25, 2018

$1.5B

$1.4B

n/a

2016

Apr 1, 2017

$1.2B

n/a

2015

Mar 30, 2016

$1.2B

$1.1B

n/a

2014

Mar 31, 2015

$1.2B

n/a

2013

Apr 3, 2014

$1.2B

$977M

n/a

2012

Apr 1, 2013

$1.0B

$859M

n/a

2011

Mar 30, 2012

$1.0B

$811M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

10.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$3.8B

$3.4B

12.1%

$2.6B

13.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FELTON & PEEL WEALTH MANAGEMENT, INC.

Aug 15, 2018

Aug 23, 2018

KENNESAW, GA

Team lift out

RIA to state RIA

14.3%

MARIETTA WEALTH MANAGEMENT, LLC

Oct 27, 2015

Oct 21, 2015

KENNESAW, GA

Team lift out

Other

10.5%