RIA Intel›Advisers›Wisconsin›CARL M. HENNIG, INC.

CARL M. HENNIG, INC.

Advisory

OSHKOSH, WI

Data as of Apr 15, 2026 · Source: SEC Form ADV

Average account

$920K

across 30 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 15, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$0

Non-Discretionary AUM$28M

Discretionary %0%

Total Clients30

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InWI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

30 clients

The full client-type breakdown and the share of AUM each category represents.

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