The Herbst Group, LLC
The Herbst Group, LLC is an SEC-registered wealth manager with $204.8M assets under management (AUM, regulatory AUM), -1% over one year. See who owns The Herbst Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309319, SEC 801-118872, data through 2026-06-24.
- AUM (assets under management / regulatory AUM)
- $204.8M (2026-06-24)
- Firm type
- Wealth Manager
- Employees
- 7
- Clients
- 190
- CRD
- 309319
- Ownership
- HERBST, BRIAN, GABBE; PERONI, MICHAEL, ANTHONY; Meyers, James, Kirk; CALZONE, SUSAN, FRIEDLANDER; SIZEMORE, STACY, LEIGH
How much AUM does The Herbst Group, LLC have?
The Herbst Group, LLC reported $204.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-24).
Who owns The Herbst Group, LLC?
Disclosed owners and executives of The Herbst Group, LLC include HERBST, BRIAN, GABBE, PERONI, MICHAEL, ANTHONY, Meyers, James, Kirk, CALZONE, SUSAN, FRIEDLANDER, SIZEMORE, STACY, LEIGH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.