RIA Intel›Advisers›Missouri›HERZOG FINANCIAL GROUP, LLC

HERZOG FINANCIAL GROUP, LLC

Advisory

SAINT LOUIS, MO

Data as of Feb 19, 2026 · Source: SEC Form ADV

Rank in MO

#327

of 342 advisers by AUM

Average account

$248K

across 195 accounts

AUM per adviser

$48M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 19, 2026.

Total AUM

$48M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$48M

Discretionary AUM$43M

Non-Discretionary AUM$5M

Discretionary %88.8%

Total Clients87

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, MO

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

87 clients

38 high-net-worth

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

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Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

GATEWAY WEALTH MANAGEMENT, LLC

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DOUGLAS BAGWELL & CO., LLC

SPRINGFIELD, MO

$49M

MAYFAIR FINANCIAL, LLC

$49M

KANSAS CITY, MO

$49M

BRIDGEWATER ADVISORY GROUP LLC

CRYSTAL CITY, MO

$50M

WEALTH MANAGEMENT ADVISORS, INC.

$47M

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