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FIRST HEARTLAND CONSULTANTS, INC.
CRD 110377File 801-46595
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.09B
Top 25% of cohort (national)
Discretionary AUM
$1.88B
Non-discretionary $206.2M
Clients
6,461
9,610 accounts
Employees
96
Top 25% of cohort in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 23, 1994
- Principal office
- 4101 LAKE ST. LOUIS BLVD, LAKE ST. LOUIS, MO, 63367
- Phone
- 636-625-0900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.09B
- Discretionary AUM
- $1.88B
- Non-discretionary AUM
- $206.2M
- Discretionary accounts
- 9,498
- Non-discretionary accounts
- 112
- Total accounts
- 9,610
- AUM per client
- $323K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $9.8M |
| Charitable organizations | 12 | $5.3M |
| High net worth individuals | 309 | $540.5M |
| Pension and profit sharing plans | 86 | $198.1M |
| Individuals (other than high net worth individuals) | 6,041 | $1.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D4
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 92 | 96 | increased by4 |
| Apr 1, 2026 | Clients | 6,771 | 6,461 | decreased by310 |
| Apr 1, 2026 | AUM | $1,771,078,009 | $2,085,947,725 | increased by$314,869,716 |
| Apr 1, 2026 | Accounts | 9,231 | 9,610 | increased by379 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 102 | 92 | decreased by10 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,717 | 6,771 | increased by1,054 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,656,371,937 | $1,771,078,009 | increased by$114,706,072 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 8,363 | 9,231 | increased by868 |
| Apr 1, 2022 | Employees | 107 | 102 | decreased by5 |
| Apr 1, 2022 | Clients | 5,523 | 5,717 | increased by194 |
| Apr 1, 2022 | AUM | $1,492,819,621 | $1,656,371,937 | increased by$163,552,316 |
| Apr 1, 2022 | Accounts | 7,464 | 8,363 | increased by899 |
| 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 “FIRST HEARTLAND” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIRST HEARTLAND” 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.