HERZOG FINANCIAL GROUP, LLC

HERZOG FINANCIAL GROUP, LLC of SAINT LOUIS, MO is an SEC-registered investment adviser (CRD 174141). Regulatory assets under management: $48.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 174141
• Type: Registered investment adviser
• Location: 3636 S. GEYER ROAD, SAINT LOUIS, MO, 63127
• Phone: 314-548-6067
• Latest filing: 2026-02-19
• Regulatory AUM: $48.3M
• Discretionary AUM: $42.9M
• Non-discretionary AUM: $5.4M
• Clients: 1
• Accounts: 195

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174141 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search