DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Henssler Financial
Legal name G. W. Henssler & Associates, Ltd
Latest filing Mar 31, 2026
First filing on the tape Mar 30, 2012 · 17 filings
SEC status approved since Aug 24, 1990
RAUM
$3.8B
reported, Item 5.F
Discretionary
82%
of RAUM
Private clients
84%
$3.2B individuals and HNW
Advisors
29
registered through the firm on IAPD
RAUM per advisor
$132M
derived; firm RAUM over IAPD count
Employees
88
36 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$3.8B as of Mar 31, 2026
Mar 30, 2012$1.0B then
HNW client RAUM$3.0B as of Mar 31, 2026
Apr 25, 2018$459M then
State-registered IARs (5.B.3)27 as of Mar 31, 2026
Mar 30, 20120 then
Employees (5.A)88 as of Mar 31, 2026
Apr 1, 201360 then
Private funds: no history
RAUM +12% over the last fiscal year+13% a year over threeIARs 22 to 27
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
Archetypes, each a printed rule
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- RAUM per advisor
- $132MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 55derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.0MderivedHNW RAUM over HNW clients
- Average account
- $707,037derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 82%derivedof RAUM
- Institutional
- 14%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 9.7derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +12%derivedbetween the last two annual amendments
- Advisor growth, one year
- +23%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +5.3%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for investment companies, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 1,000reportedItem 5.H
- Custody
- $173M, 145 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.0B78%
- Pension and profit-sharing plans$517M14%
- Individuals$263M6.9%
- Corporations and businesses$41.0M1.1%
- Charitable organizations$16.7M0.4%
- Investment companies$16.0M0.4%
- State and municipal entities$1.0M0.0%
- Other investment advisers$798,4700.0%
- Individual clients
- 876reported
- HNW clients
- 733reported
- Pension plan clients
- 107reported
- Charitable clients
- 8reported
- Accounts
- 5,395reported
- Financial planning clients
- 1,000reported
- Wrap fee programs
- noreported
- Custody of client assets
- $173M for 145 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.84 fund_share=0.0 institutional_share=0.14 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
30 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Jennifer Jones ThomasCertified Financial Planner | Kennesaw, Ga | Apr 7, 2003 | 32 y | 0 |
| William George LakoCertified Financial Planner | Kennesaw, Ga | Apr 7, 2003 | 31 y | 1 |
| Gene Willie Henssler | Kennesaw, Ga | Apr 8, 2003 | 39 y | 1 |
| Claudia Suzanne Lako | Kennesaw, Ga | Apr 8, 2003 | 31 y | 0 |
| Shari Lynn Santell | Marietta, Ga | Apr 8, 2003 | 43 y | 1 |
| Donald James Barker | Kennesaw, Ga | Nov 6, 2012 | 19 y | 0 |
| Karl Canty SmithCertified Financial Planner | Kennesaw, Ga | Sep 13, 2013 | 15 y | 0 |
| Adam Edgar Lamar LedbetterCertified Financial Planner | Kennesaw, Ga | Oct 30, 2013 | 25 y | 0 |
| Travis Jarrett Mckenzie | Kennesaw, Ga | May 27, 2014 | 13 y | 0 |
| Scott Aron Brown | Kennesaw, Ga | Sep 24, 2014 | 20 y | 3 |
| Thomas Logan Daniel | Kennesaw, Ga | Jan 8, 2016 | 12 y | 0 |
| Giuliana BarbagelataCertified Financial Planner | Kennesaw, Ga | May 19, 2021 | 12 y | 0 |
| Peter Alan Lynch | Kennesaw, Ga | May 21, 2021 | 35 y | 2 |
| Justin Jacob Wagner | Naples, Fl | May 24, 2021 | 14 y | 1 |
| Melanie WellsCertified Financial Planner | Kennesaw, Ga | May 28, 2021 | 15 y | 0 |
| Clayton Scott NormanCertified Financial Planner | Kennesaw, Ga | Jun 22, 2021 | 10 y | 0 |
| Adam StadaliusCertified Financial Planner | Kennesaw, Ga | Jul 28, 2021 | 14 y | 0 |
| Michael Anthony GriffinCertified Financial Planner | Kennesaw, Ga | Nov 8, 2023 | 19 y | 0 |
| Alyson Nicole Kountz | Kennesaw, Ga | Feb 19, 2024 | 12 y | 0 |
| Patrick Collins Kendrick | Kennesaw, Ga | Jun 24, 2024 | 10 y | 0 |
| Michael James CoelhoCertified Financial Planner | Kennesaw, Ga | Jan 15, 2025 | 11 y | 2 |
| Roman ShlyakhetkoCertified Financial Planner | Kennesaw, Ga | Mar 3, 2025 | 13 y | 3 |
| Branson Francis Nelson | Kennesaw, Ga | Mar 10, 2025 | 10 y | 1 |
| Samantha Kate GreckelCertified Financial Planner | Kennesaw, Ga | Mar 10, 2025 | 10 y | 0 |
| Jacob Henry PritchardCertified Financial Planner | Kennesaw, Ga | Mar 24, 2025 | 13 y | 0 |
| Miles MagyarCertified Financial Planner | Kennesaw, Ga | May 12, 2025 | 12 y | 0 |
| Gregory Charles Sutton | Kennesaw, Ga | Dec 23, 2025 | 20 y | 2 |
| Ya Ting YangCertified Financial Planner | Kennesaw, Ga | Jul 13, 2026 | 11 y | 2 |
| Isaac Grant Dixon | Kennesaw, Ga | Aug 4, 2026 | 10 y | 0 |
| Sarah Grace Clifton | Kennesaw, Ga | Sep 16, 2026 | 16 y | 0 |
Advisor movement
3 left, 2 joined in 12 months
net -1 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 10% of current headcount4 left over 36 months
Left, latest
- Cathal E Carson to American Financial Advisors, LLC.Mar 27, 2026 · RIA to RIA
- Margaret Arrowood Remeika to American Financial Advisors, LLC.Dec 17, 2025 · RIA to RIA
- Joshua Paul Weidie to Paces Ferry Wealth Advisors, LLCDec 1, 2025 · RIA to RIA
- Shawna Lynn Theriault to Wiser Wealth Management, IncMay 21, 2024 · RIA to RIA
- Terry Stoor to E*Trade Capital Management, LLCFeb 14, 2020 · RIA to RIA
- B Brandon Mackie to Henssler FinancialAug 23, 2018 · Other
- Malik S Lee to Felton & Peel Wealth Management, Inc.Aug 15, 2018 · RIA to a state-registered adviser
- Jennifer Paige Bachelor to Compass Financial Consulting, LLCJan 3, 2018 · Other
- Andrew Joseph Langdon to Cambridge Investment Research Advisors, Inc.Dec 19, 2017 · Other
- Celestin A. Martin to Charles Schwab & Co., Inc.Oct 2, 2017 · Other
- Benjamin Harrington Crowe to Marietta Wealth Management, LLCNov 11, 2015 · Other
- Wesley Neal Hackney to Marietta Wealth Management, LLCOct 27, 2015 · Other
- Charles Betts Holloway to Marietta Wealth Management, LLCOct 27, 2015 · Other
- Michael S Sava to FirstrustFeb 7, 2013 · Other
Joined, latest
- Ya Ting Yang from Ernst & Young Investment Advisers LlpJul 13, 2026 · Other
- Gregory Charles Sutton from Uvest Financial Services Group, Inc.Dec 23, 2025 · Other
- Branson Francis Nelson from Janney Montgomery Scott LLCMar 10, 2025 · Affiliated broker-dealer or bank to independent RIA
- Roman Shlyakhetko from Financial Navigators Inc.Mar 3, 2025 · RIA to RIA
- Margaret Arrowood Remeika from LPL Financial LLCFeb 24, 2025 · Affiliated broker-dealer or bank to independent RIA
- Michael James Coelho from American Financial Advisors, LLC.Jan 15, 2025 · RIA to RIA
- Justin Jacob Wagner from Morgan StanleyMay 24, 2021 · Wirehouse to independent RIA
- Peter Alan Lynch from Strategic Advisers LLCMay 21, 2021 · Affiliated broker-dealer or bank to independent RIA
- Terry Stoor from Peachcap Tax & Advisory, LLCDec 5, 2018 · RIA to RIA
- Celestin A. Martin from Edelman Financial Services, LLCAug 26, 2016 · Other
- Andrew Joseph Langdon from Ameriprise Financial Services, LLCMar 1, 2016 · Other
- B Brandon Mackie from Suntrust Investment Services, Inc.Sep 4, 2015 · Other
- Scott Aron Brown from Oneamerica Securities, Inc.Sep 24, 2014 · Other
- Malik S Lee from Securities America Advisors, Inc.Oct 30, 2013 · Other
- Michael S Sava from Quest Capital Strategies, Inc.May 17, 2012 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for Felton & Peel Wealth Management, Inc.Aug 15, 2018 · Kennesaw, Ga
- 2 left for Marietta Wealth Management, LLCOct 27, 2015 · Kennesaw, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Lynn Stacy Haubenschild · Principal And Chief Operating Officercontrolsince 11/2012 · owns 10% to 25%
- Taylor Patricia Henssler · Treasurercontrolsince 09/1995 · owns less than 5%
- George William Lako · Principal And Presidentcontrolsince 12/1998 · owns 50% to 75%
- Everitt Christopher Reeves · Chief Compliance Officer Operating Officercontrolsince 05/2007 · owns less than 5%
- Jones Jennifer Thomas · Principalcontrolsince 07/2000 · owns 10% to 25%
Related persons
Schedule D 7.A
- Christopher E. Reevesn
- Henssler Capital, LLCpooled vehicle sponsorn
- Henssler Insurance, LLCreal estaten
- Henssler Property Management, LLCinvestment companyn
- Henssler Realtyinvestment companyn
Advisers that list Henssler Financial as a related person
- 107866 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Kennesaw, Ga · principal | 29 | 4 | 3 |
Offices
Schedule D 1.F, the 25 largest
- Dunwoody, GA
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Mar 31, 2026HAUBENSCHILD, STACY, LYNN (PRINCIPAL AND CHIEF OPERATING OFFICER) left Schedule A between the filings of 2013-04-01 and 2026-03-31peers: independent wealth managers, $1B to $5B (1,360)
What changed
consecutive filings, newest first
- Accounts · 5,230 to 5,395Apr 3, 2025 to Mar 31, 2026
- Advisory employees · 40 to 36Apr 3, 2025 to Mar 31, 2026
- Charity clients · 4 to 8Apr 3, 2025 to Mar 31, 2026
- Corporate clients · 12 to 18Apr 3, 2025 to Mar 31, 2026
- HNW clients · 691 to 733Apr 3, 2025 to Mar 31, 2026
- Individual clients · 837 to 876Apr 3, 2025 to Mar 31, 2026
- Pension plan clients · 91 to 107Apr 3, 2025 to Mar 31, 2026
- Assets in custody · $169M to $173MApr 3, 2025 to Mar 31, 2026
- Employees · 96 to 88Apr 3, 2025 to Mar 31, 2026
- State-registered IARs · 22 to 27Apr 3, 2025 to Mar 31, 2026
- Discretionary RAUM · $2.7B to $3.1BApr 3, 2025 to Mar 31, 2026
- HNW RAUM · $2.6B to $3.0BApr 3, 2025 to Mar 31, 2026
- Individual RAUM · $259M to $263MApr 3, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $657M to $699MApr 3, 2025 to Mar 31, 2026
- Pension RAUM · $465M to $517MApr 3, 2025 to Mar 31, 2026
- RAUM · $3.4B to $3.8BApr 3, 2025 to Mar 31, 2026
- Accounts · 4,917 to 5,230Mar 29, 2024 to Apr 3, 2025
- Advisory employees · 39 to 40Mar 29, 2024 to Apr 3, 2025
- HNW clients · 645 to 691Mar 29, 2024 to Apr 3, 2025
- Individual clients · 785 to 837Mar 29, 2024 to Apr 3, 2025
- Pension plan clients · 98 to 91Mar 29, 2024 to Apr 3, 2025
- Assets in custody · $133M to $169MMar 29, 2024 to Apr 3, 2025
- Employees · 90 to 96Mar 29, 2024 to Apr 3, 2025
- Financial planning clients · More than 500 to More than 500Mar 29, 2024 to Apr 3, 2025
- Other offices · 1 to 2Mar 29, 2024 to Apr 3, 2025
- Discretionary RAUM · $2.4B to $2.7BMar 29, 2024 to Apr 3, 2025
- HNW RAUM · $2.3B to $2.6BMar 29, 2024 to Apr 3, 2025
- Individual RAUM · $233M to $259MMar 29, 2024 to Apr 3, 2025
- Non-discretionary RAUM · $561M to $657MMar 29, 2024 to Apr 3, 2025
- Pension RAUM · $430M to $465MMar 29, 2024 to Apr 3, 2025
- RAUM · $3.0B to $3.4BMar 29, 2024 to Apr 3, 2025
- Accounts · 1,443 to 4,917Mar 30, 2023 to Mar 29, 2024
- Advisory employees · 36 to 39Mar 30, 2023 to Mar 29, 2024
- HNW clients · 592 to 645Mar 30, 2023 to Mar 29, 2024
- Individual clients · 738 to 785Mar 30, 2023 to Mar 29, 2024
- Pension plan clients · 93 to 98Mar 30, 2023 to Mar 29, 2024
- Assets in custody · $126M to $133MMar 30, 2023 to Mar 29, 2024
- Employees · 91 to 90Mar 30, 2023 to Mar 29, 2024
- State-registered IARs · 18 to 22Mar 30, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.2B to $2.4BMar 30, 2023 to Mar 29, 2024
Signals
7 dated events
- Sarah Grace Clifton registered as an investment adviser representative at Henssler FinancialSep 16, 2026 · Advisor registered · fact
- Cathal E Carson left Henssler Financial for American Financial Advisors, Llc. (registered 2026-07-17)Mar 27, 2026 · Advisor changed firm · fact
- Margaret Arrowood Remeika left Henssler Financial for American Financial Advisors, Llc. (registered 2026-03-30)Dec 17, 2025 · Advisor changed firm · fact
- Joshua Paul Weidie left Henssler Financial for Paces Ferry Wealth Advisors, Llc (registered 2026-01-05)Dec 1, 2025 · Advisor changed firm · fact
- Shawna Lynn Theriault left Henssler Financial for Wiser Wealth Management, Inc (registered 2024-06-06)May 21, 2024 · Advisor changed firm · fact
- Willie Gene Henssler (Principal And Director) no longer on Schedule A of Henssler Financial (listed 2022-03-31, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Henssler Financial reported RAUM $2.1B, up 34% from $1.6B (2019-03-29 to 2020-03-30)Mar 30, 2020 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 770-428-3852reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 770-429-9166reportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 855-429-9166reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/HENSSLER-FINANCIALreportedpublic record, Form ADV, Sep 17, 2026
- Website
- hensslermoneytalks.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 770-429-9166reportedpublic record, Form ADV, Mar 31, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $132Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026