Investment adviser · CRD 110377
FIRST HEARTLAND CONSULTANTS, INC.
Investment adviser filing (IA)
LAKE ST. LOUIS, MO, United States · Form ADV filed Jul 13, 2026
- Regulatory AUM
- $2.09B Form ADV · Item 5.F
- Client accounts
- 9,610 Accounts, not individual clients
- Employees
- 96 Reported in this filing
- Advisory professionals
- 88 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 6,041 | $1,332,170,814 | 63.9% |
| High-net-worth individuals | 309 | $540,547,482 | 25.9% |
| Retirement plans | 86 | $198,079,489 | 9.5% |
| Corporations & businesses | 13 | $9,838,172 | 0.5% |
| Charities | 12 | $5,311,768 | 0.3% |
Filing source
Form ADV 2118584 · Jul 13, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 13, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4101 LAKE ST. LOUIS BLVDLAKE ST. LOUIS, MO, 63367, United States
CRD 110377
Filing source
Form ADV 2118584 · Jul 13, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.