G. W. Henssler & Associates, Ltd
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 104545
· SEC file 801-37240
· Kennesaw, GA
· TWITTER.COM
☆ Save with Pro
ADV data as of Mar 31, 2026
- Regulatory AUM
- $3.8B
- Discretionary
- $3.1B
- Clients
- 1,746
- Avg AUM / client
- $2.2M
- Accounts
- 5,395
- Employees
- 88
AUM over time
$1.0B
$3.8B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 876 | $263M | 6.9% |
| High net worth individuals | 733 | $3.0B | 77.6% |
| Investment companies | 1 | $16.0M | 0.42% |
| Pension and profit sharing plans | 107 | $517M | 13.6% |
| Charitable organizations | 8 | $16.7M | 0.44% |
| State or municipal government entities | 2 | $1.0M | 0.03% |
| Other investment advisers | 1 | $798K | 0.02% |
| Corporations and other businesses | 18 | $41.0M | 1.07% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Blossman Companies, Inc. 401(k) Savings Plan The Blossman Companies, Inc. | 2024 | |
| Archerpoint Employee Stock Ownership And 401(k) Plan Archerpoint, Inc. | 2024 | |
| Integrated Health Resources 401(k) Plan Integrated Health Resources, Llc | 2024 | |
| Chicken Salad Chick 401(k) Plan Ssrg Holdings, Llc | 2024 | |
| Marietta Times Journal, Inc. 401(k) Plan Times Journal, Inc. | 2024 | |
| Thomas Concrete, Inc. 401(k) Profit Sharing Plan Thomas Concrete Industries, Inc. | 2024 | |
| Archerpoint Employee Stock Ownership And 401(k) Plan Archerpoint Transaction Holdco, Inc. | 2024 |
People (31)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Henssler, Patricia, Taylor | Treasurer | Sep 1995 (31y) | Less than 5% | |
| William George Lako | Principal And President | CFP | Dec 1998 (28y) | 50% – 75% |
| Jennifer Jones Thomas | Principal | CFP | Jul 2000 (26y) | 10% – 25% |
| Reeves, Christopher, Everitt | Chief Compliance Officer | May 2007 (19y) | Less than 5% | |
| Haubenschild, Stacy, Lynn | Principal And Chief Operating Officer | Nov 2012 (14y) | 10% – 25% | |
| Claudia Suzanne Lako | Registered representative | Apr 2003 (23y) | ||
| Gene Willie Henssler | Registered representative | Apr 2003 (23y) | ||
| Shari Lynn Santell | Registered representative | Apr 2003 (23y) | ||
| Donald James Barker | Registered representative | Nov 2012 (14y) | ||
| Karl Canty Smith | Registered representative | CFP | Sep 2013 (13y) | |
| Adam Edgar Lamar Ledbetter | Registered representative | CFP | Oct 2013 (13y) | |
| Travis Jarrett Mckenzie | Registered representative | May 2014 (12y) | ||
| Scott Aron Brown | Registered representative | Sep 2014 (12y) | ||
| Thomas Logan Daniel | Registered representative | Jan 2016 (11y) | ||
| Giuliana Barbagelata | Registered representative | CFP | May 2021 (5y) | |
| Peter Alan Lynch | Registered representative | May 2021 (5y) | ||
| Justin Jacob Wagner | Registered representative | May 2021 (5y) | ||
| Melanie Wells | Registered representative | CFP | May 2021 (5y) | |
| Clayton Scott Norman | Registered representative | CFP | Jun 2021 (5y) | |
| Adam Stadalius | Registered representative | CFP | Jul 2021 (5y) | |
| Michael Anthony Griffin | Registered representative | CFP | Nov 2023 (3y) | |
| Alyson Nicole Kountz | Registered representative | Feb 2024 (2y) | ||
| Patrick Collins Kendrick | Registered representative | Jun 2024 (2y) | ||
| Michael James Coelho | Registered representative | CFP | Jan 2025 (2y) | |
| Roman Shlyakhetko | Registered representative | CFP | Mar 2025 (1y) | |
| Branson Francis Nelson | Registered representative | Mar 2025 (1y) | ||
| Samantha Kate Greckel | Registered representative | CFP | Mar 2025 (1y) | |
| Jacob Henry Pritchard | Registered representative | CFP | Mar 2025 (1y) | |
| Miles Magyar | Registered representative | CFP | May 2025 (1y) | |
| Gregory Charles Sutton | Registered representative | Dec 2025 (1y) | ||
| Ya Ting Yang | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (7)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Blossman Companies, Inc. 401(k) Savings Plan | The Blossman Companies, Inc. | 1,135 | $69.8M | 01/01/2024 |
| Archerpoint Employee Stock Ownership And 401(k) Plan | Archerpoint, Inc. | 71 | $37.8M | 01/01/2024 |
| Integrated Health Resources 401(k) Plan | Integrated Health Resources, Llc | 412 | $2.5M | 01/01/2024 |
| Chicken Salad Chick 401(k) Plan | Ssrg Holdings, Llc | 1,171 | — | 01/01/2024 |
| Marietta Times Journal, Inc. 401(k) Plan | Times Journal, Inc. | 137 | $6.6M | 01/01/2024 |
| Thomas Concrete, Inc. 401(k) Profit Sharing Plan | Thomas Concrete Industries, Inc. | 1,371 | $53.0M | 01/01/2024 |
| Archerpoint Employee Stock Ownership And 401(k) Plan | Archerpoint Transaction Holdco, Inc. | 71 | $36.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $3.1B (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗