G. W. HENSSLER &amp; ASSOCIATES, LTD

CRD

104545

SEC file #

801-37240

EIN

—

DBA names

Henssler Financial

Economics

AUM

$3.81B

AUM band

$1B+

AUM trajectory

'20 · $1.57B

'21 · $2.10B

'22 · $2.34B

'23 · $2.78B

'25 · $3.40B

'26 · $3.81B

'20'26

$1.57B → $3.81B▲ +144%

sec adv history

Client mix

Individuals Other	876
Individuals High Net Worth	733
Pension Profit Sharing Plans	107
Corporations	18
Charitable Organizations	8

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 23 advisors

'21 · 31 advisors

'22 · 28 advisors

'23 · 34 advisors

'25 · 40 advisors

'26 · 36 advisors

'20'26

23 advisors → 36 advisors▲ +57%

sec adv history

Primary office

KENNESAW GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/31/2026

twitter.com/henssleru(social)

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

LAKO, WILLIAM, GEORGE

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

LAKO, WILLIAM, GEORGE

HAUBENSCHILD, STACY, LYNN

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

social_url_excluded:twitter.com

rdap

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Participants

305

Form 5500 Total Compensation

348,799

Form 5500 Compensation Trajectory 3y

2025	348,799
2024	0

Form 5500 Plan Count Trajectory 3y

2025	9
2024	1

Schedule C Total Compensation

348,799

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001034186

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

1999-06-21

Edgar Last Filing Date

2002-11-12

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2002-11-12

Accession0001034186-02-000005

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2221

Soi Zip Pct 200k Plus

0.0501

Soi Zip Returns 200k Plus

1,280

Soi Zip Total AGI

1,790,789

Fdic Zip Total Deposits

24,099,920,000

Fdic Zip Branch Count

463

Fdic Zip Top Banks

Bank of America, National Association

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (21)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Business

1281 KENNESTONE CIRCLESUITE 100MARIETTA, GA 30066

Edgar Recent Filings

13F-HR2002-11-12 · 0001034186-02-000005

13F-HR2002-08-02 · 0001034186-02-000004

Fdic Zip Branches Raw

First Union National Bank of GeorgiaKennesaw, GA

Fdic Zip HHI

1038.41

Fdic Zip Top Bank Share Pct

26.24

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	95,801
Returns	7,460

Stub 2

AGI	216,832
Returns	5,900

Stub 3

AGI	243,467
Returns	3,940

Soi Zip Total Business Income

47,197

Soi Zip Total Cap Gains

35,670

Soi Zip Total Dividends

19,758

Soi Zip Total Returns

25,530

Top Owner CRD

2861508

Trust Company Affiliate