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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-05-2020
- Office Locations
- 3
Office Locations
About THE Herbst Group, LLC
The Herbst Group, LLC is a Connecticut-based RIA providing private wealth management and employer-sponsored retirement plan advisory. The team builds tailored portfolios and supports broader planning needs for individuals, families, and plan sponsors navigating fiduciary duties. Public filings indicate portfolios lean heavily on ETFs alongside municipal and U.S. government bonds; client assets are held with Fidelity/NFS.
Team overview
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Owner & Executives
BRIAN GABBE HERBST
Chief Executive Officer, Chief Investment Officer
- CRD
- #5125974
- Ownership
- 50% but less than 75%
GABRIELLE ANN MAGDZIARZ
Chief Compliance Officer
- CRD
- #5832218
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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OMEED ZARRIN
--
- CRD
- #6069219
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,750,725 | $696,431 |
| Non-Discretionary | $0 | -- |
| Total | $204,750,725 | $696,431 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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