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THE HERBST GROUP, LLC

Advisory

N·

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$205M
1-Year AUM Growth
+22.4%
3-Year CAGR
+13.2%
Employees
4
Assets Under Management
Total AUM$205M
Discretionary AUM$205M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients134
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record24
First FilingMay 8, 2020
Latest FilingMar 20, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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