# HERZOG FINANCIAL GROUP, LLC

HERZOG FINANCIAL GROUP, LLC of SAINT LOUIS, MO is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 174141
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/174141/brochure
- Similar advisers: https://search.stillhousedata.com/firm/174141/similar
- Related entities: https://search.stillhousedata.com/firm/174141/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/174141

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
