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HENSSLER FINANCIAL
Legal name: G. W. HENSSLER & ASSOCIATES, LTD
CRD 104545File 801-37240
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.81B
Top 25% of cohort (national)
Discretionary AUM
$3.12B
Non-discretionary $698.7M
Clients
1,746
5,395 accounts
Employees
88
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 24, 1990
- Principal office
- 3735 CHEROKEE STREET, KENNESAW, GA, 30144
- Phone
- 770-429-9166
- Website
- HTTP://WWW.HENSSLER.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.81B
- Discretionary AUM
- $3.12B
- Non-discretionary AUM
- $698.7M
- Discretionary accounts
- 4,575
- Non-discretionary accounts
- 820
- Total accounts
- 5,395
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $41.0M |
| Investment companies | 1 | $16.0M |
| Charitable organizations | 8 | $16.7M |
| Other investment advisers | Fewer than 5 | $798K |
| High net worth individuals | 733 | $2.96B |
| Pension and profit sharing plans | 107 | $517.4M |
| State or municipal government entities | Fewer than 5 | $1.0M |
| Individuals (other than high net worth individuals) | 876 | $263.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 96 | 88 | decreased by8 |
| Apr 1, 2026 | Clients | 1,639 | 1,746 | increased by107 |
| Apr 1, 2026 | AUM | $3,403,216,968 | $3,814,464,861 | increased by$411,247,893 |
| Apr 1, 2026 | Accounts | 5,230 | 5,395 | increased by165 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 81 | 96 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,326 | 1,639 | increased by313 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,775,776,196 | $3,403,216,968 | increased by$627,440,772 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,326 | 5,230 | increased by3,904 |
| Apr 1, 2022 | Employees | 69 | 81 | increased by12 |
| Apr 1, 2022 | Clients | 1,270 | 1,326 | increased by56 |
| Apr 1, 2022 | AUM | $2,337,773,972 | $2,775,776,196 | increased by$438,002,224 |
| Apr 1, 2022 | Accounts | 4,083 | 1,326 | decreased by2,757 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HENSSLER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HENSSLER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.