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First Heartland Consultants, Inc.

● SEC registered since 1994CRD 110377SEC# 801-46595Lake St. Louis, MO
Export (members)
Reg. AUM
$2.09B
Employees
96
Accounts
9,610
Location
Lake St. Louis, MO

First Heartland Consultants, Inc. assets under management

First Heartland Consultants, Inc. is an investment advisory firm registered with the SEC based in Lake St. Louis, MO. The firm has been registered since 1994. It reports $2.1 billion in regulatory assets under management and employs 96 people.
www.firstheartland.comView on SEC.gov ↗

First Heartland Consultants, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Brandon Wayne Hall ControlChief Information OfficerUnder 5%2016
David Michael Hoff ControlChief Executive Officer/PresidentOver 75%1993
Jeanne Ann Jehle ControlChief Legal OfficerUnder 5%2006
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Frequently asked questions

How much does First Heartland Consultants, Inc. manage?

First Heartland Consultants, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.

How many employees does First Heartland Consultants, Inc. have?

First Heartland Consultants, Inc. reports 96 employees.

Where is First Heartland Consultants, Inc. located?

First Heartland Consultants, Inc. is based in Lake St. Louis, MO and has been SEC-registered since 1994.

Does First Heartland Consultants, Inc. disclose fund performance?

First Heartland Consultants, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4101 Lake St. Louis Blvd, Lake St. Louis, MO 63367
Phone636-625-0900
Office hours8:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1428793
Discloses disciplinary historyYes

Regulatory AUM

$2.09B▲ 18%
Feb '25 — $1.77BMar '25 — $1.77BApr '25 — $1.77BMay '25 — $1.77BJun '25 — $1.77BJul '25 — $1.77BAug '25 — $1.77BSep '25 — $1.77BOct '25 — $1.77BNov '25 — $1.77BDec '25 — $1.77BJan '26 — $1.77BFeb '26 — $1.77BMar '26 — $2.09BApr '26 — $2.09BMay '26 — $2.09BJun '26 — $2.09B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 7%
More than 93% of 16,825 advisers

Assets under management

$2.09Bregulatory AUM
Discretionary $1.88BNon-discretionary $206.2M