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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-2015
- Office Locations
- 1
Office Locations
About Henley Advisors, LLC
Henley Advisors, LLC (Henley Financial Group) is a Lakeland, FL boutique led by Bill Henley Jr (CFP®, CLU®) providing financial planning and investment/insurance guidance for individuals, including retirees and entrepreneurs. The firm focuses on retirement, estate and tax planning, wealth preservation, and portfolio construction using mutual funds and ETFs, emphasizing asset allocation and risk management; custody includes Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 407 clients, or 407 clients per representative. That equates to $15.9K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BILLY D HENLEY JR
Advisor, Chief Compliance Officer
- CRD
- #5286750
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,452,019 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,452,019 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Henley Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.