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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-2001
- Office Locations
- 1
Office Locations
About Heisner Financial, LLC
Heisner Financial, LLC is a St.louis-based RIA. The firm has been operating for 25 years. Managing $40.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 37 clients, or 37 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 25 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Investment Themes
- Investment Vehicles
- Services
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The full Heisner Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHARLES FREDERICK HEISNER
Owner, Partner
- CRD
- #4405423
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $40,400,000 | -- |
| Total | $40,400,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Heisner Financial, LLC has reported separately managed account data across 12 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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