# Henssler Financial

> Henssler Financial is an SEC-registered investment advisory firm in Kennesaw, GA, registered since 1990, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 104545
- Filed as: HENSSLER FINANCIAL
- Legal name: G. W. Henssler & Associates, Ltd
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kennesaw, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104545
- AdvisorCensus page: https://advisorcensus.com/firm/henssler-financial-kennesaw-ga-104545

## Quick answers

**How is Henssler Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Henssler Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Henssler Financial located?**
Henssler Financial's principal office is in Kennesaw, GA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Henssler Financial registered with the SEC or a state?**
Henssler Financial is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 104545.

**How much does Henssler Financial manage?**
Henssler Financial reports $3,814,464,861 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (82% discretionary).

**How have Henssler Financial's assets and staff changed since 2021?**
In the Form ADV data for Henssler Financial: Regulatory assets under management: $2,337,773,972 in the October 2021 data and $3,814,464,861 in the October 2026 data, up 63%. Total employees: 69 in October 2021 and 88 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Henssler Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (876); high net worth individuals (733); pension and profit sharing plans (but not the plan participants or government pension plans) (107).

**Which custodians does Henssler Financial use?**
Henssler Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Henssler Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/104545

**What changed in Henssler Financial's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 40 to 36. Regulatory assets under management went from $3,403,216,968 to $3,814,464,861 (+12%). Changed its office addresses in Naples, FL. Registered or notice-filed in OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $3,814,464,861
- Discretionary: $3,115,786,500
- Non-discretionary: $698,678,361

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 876 | $263,177,113 |
| High net worth individuals | 733 | $2,958,284,937 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 1 | $16,046,166 |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 107 | $517,426,969 |
| Charitable organizations | 8 | $16,742,493 |
| State or municipal government entities (including government pension plans) | 2 | $1,036,461 |
| Other investment advisers | 1 | $798,470 |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 18 | $40,952,252 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1990 (36 years)
- Employees: 88 total, 36 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IL, IN, KY, LA, MI, NC, NH, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Dunwoody, GA
- Naples, FL

### Websites listed on Form ADV (Item 1.I)
- henssler.com
- hensslermoneytalks.com
- Facebook @HensslerFinancial
- Instagram @hensslerfinancial
- LinkedIn @HENSSLER-FINANCIAL
- TikTok @hensslerfinancial
- X @HENSSLERGROUP
- X @HENSSLERU
- YouTube @HensslerFinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,337,773,972 | 69 | March 31, 2021 |
| October 2022 | $2,775,776,196 | 81 | March 31, 2022 |
| October 2023 | $2,639,365,428 | 91 | March 30, 2023 |
| October 2024 | $3,005,733,305 | 90 | March 29, 2024 |
| October 2025 | $3,403,216,968 | 96 | April 3, 2025 |
| October 2026 | $3,814,464,861 | 88 | March 31, 2026 |

Regulatory assets under management: $2,337,773,972 in the October 2021 data and $3,814,464,861 in the October 2026 data, up 63%.
Total employees: 69 in October 2021 and 88 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 40 to 36.
- Regulatory assets under management went from $3,403,216,968 to $3,814,464,861 (+12%).
- Changed its office addresses in Naples, FL.
- Registered or notice-filed in OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Henssler Financial (CRD 104545): Form ADV filing data as of October 2026.