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Henssler Financial

Henssler Financial. CRD 104545

Henssler Financial logo

CRD: 104545

Henssler Financial

Kennesaw, GA, 30144
7704299166
www.henssler.com
$3.8B Total AUM
$3.1B Disc. AUM
13.1% 3Y CAGR
88 Employees
1,767 ADV. Clients
35 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Focus meridianDelta +more
Established Date
08-24-1990
Office Locations
4

Office Locations

1281 Kennestone Circle Suite 100 Marietta GA
2343 Vanderbilt Beach RD Suite #624 Naples FL
3735 Cherokee Street Kennesaw GA

About Henssler Financial

Henssler Financial is a Georgia-based wealth manager serving individuals and business owners with personal and business financial planning. Its integrated team delivers portfolio management alongside tax preparation, estate planning, and wealth-transfer coordination. Public filings indicate client portfolios are heavily ETF-based and custody includes Charles Schwab, supporting both retail and institutional relationships.

Team overview

34 AVG AGE
$106.0M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
9.9 yrs AVG TENURE
88 Employees
36 Advisory Reps
27 RIA Reps
35yrs Firm Age

Insights

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Asset Classes

Crest horizon Value pioneer Vertex bridge Momentum Insight

Client Personas

Unison Pathway eagle

Custodian

Catalyst Radial Fusion Legacy Meridian Meridian Bridge

Investment Themes

Insight Optima pioneer Ember Pioneer

Investment Vehicles

Bridge matrix Foundation beacon

Platform

Meridian fusion

Services

Timber summit Fusion Insight Signal value Timber vital Crest Bridge fusion Foundation Peak harbor Ember Glacier vector Frontier momentum Momentum eagle

Technology

Glacier north Wave Summit

Owner & Executives

WILLIAM GEORGE LAKO JR

WILLIAM GEORGE LAKO JR

Certified Financial Planner, President, PRINCIPAL

CRD
#2861508
Ownership
50% but less than 75%
(891) 351-9372
alpha.pathway@valuecapital.com
in linkedin.com/in/prime-insight
STACY LYNN HAUBENSCHILD

STACY LYNN HAUBENSCHILD

Chief Operating Officer, PRINCIPAL

CRD
--
Ownership
10% but less than 25%
(242) 437-1956
bridge.pathway@bridgecapital.com
in linkedin.com/in/prime-matrix
O

Oak radial

Vertex prime

CRD
#12024
Ownership
27.8%
(861) 576-3006
value.prime@frontiercapital.com
in linkedin.com/in/catalyst-horizon

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Contacts

Giuliana Barbagelata

Giuliana Barbagelata

Certified Financial Planner

CRD
#6845659
(635) 640-8574
unison.value@glaciercapital.com
in linkedin.com/in/frontier-horizon
DONALD JAMES BARKER

DONALD JAMES BARKER

Managing Associate

CRD
#5655693
(599) 907-3081
prime.unison@valuecapital.com
in linkedin.com/in/focus-optima
U

Unison horizon

Peak timber prime

CRD
#59774
(813) 687-4797
insight.zenith@signalcapital.com
in linkedin.com/in/delta-radial

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-30-2023
03-29-2024
04-03-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $3,115,786,500 $681,046
Non-Discretionary $698,678,361 $852,047
Total $3,814,464,861 $707,037

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Separately Managed Accounts

Total SMA Asset: $3,798,418,695

$3.8B Total SMA
Equity - Exchange:
30.2%
Other:
10.5%
U.S. Government/Agency:
10.3%
Cash:
15.7%
Public Funds:
33.3%
Asset class Assets Assets %
Equity - Exchange $1,278,405,221 30.2%
Other $444,478,637 10.5%
U.S. Government/Agency $436,012,377 10.3%
Cash $664,601,390 15.7%
Public Funds $1,409,632,247 33.3%
Total $4,233,129,872 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
CAPITAL PRIME ALPHA CATALYST NPTEC8F6U JMDGY 1.07% $102,190,509
VECTOR ZENITH MOMENTUM GLACIER ZPH9AEI5J WQRX 9.34% $96,993,127
OAK BRIDGE HORIZON MOMENTUM EMBER EJMMD1VUP VDDD 10.21% $94,531,679
MATRIX WAVE CAPITAL PATHWAY V31O0BDWF HSXPO 10.43% $93,187,282
CREST OPTIMA UNISON OAK VERTEX X70JHWJOS XAPI 4.36% $96,223,233
EMBER DELTA FUSION FUSION MATRIX RIN9UK2V0 BZP 4.03% $43,120,445
FUSION OAK ELEMENT PRIME RIDGE 5LPNFEJUO RXFTT 6.16% $49,575,544
ALPHA ELEMENT CREST ATLAS OAK NIALHMYGP JPRPO 11.20% $81,949,969

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