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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.