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GW Henssler & Associates LTD
G.W. Henssler & Associates, Ltd. is an independent, fee-based wealth management and investment advisory firm headquartered in Kennesaw, Georgia. Founded in 1987 by Dr. Gene Henssler, the firm has expanded from a part-time consulting business into one of the largest independent firms in Atlanta, currently offering comprehensive financial planning, investment management, tax, estate, and retirement services. Their team serves individuals, high-net-worth families, corporate pension plans, trusts, charities, municipalities, other investment advisors, mutual funds, and institutions. As of 2025, they have approximately 3.6 billion USD in assets under advisement and more than 1,600 clients. The firm is known for its client-centric approach, personalized service, and commitment to transparency.
Investment Strategy
Henssler Financial's core investment philosophy is the 'Ten Year Rule.' Their strategy involves allocating any funds a client will need within the next ten years to fixed income securities, while longer-term funds are strategically invested in high-quality individual equities or mutual funds. The firm uses fundamental analysis to avoid clients having to sell equities in depressed conditions for short-term liquidity and emphasizes individualized portfolio construction based on specific goals, cash flow projections, and risk tolerance. Their experts craft diversified portfolios tailored to each individual, trust, or business client, with the flexibility to accommodate restrictions or customized strategies.
Latest 13F Filing Activity
GW Henssler & Associates LTD filed their most recent 13F report on Jun 30, 2025 disclosing 186 equity positions with a total 13F market value of $2B. The fund increased holdings in Barrick MNG Corp., Microsoft Corp., Lazard Inc. among other positions. GW Henssler & Associates LTD reduced exposure to General Dynamics Corp., Agnico Eagle Mines LTD, Barrick Gold Corp. among others.
Top Holdings
Equity Positions (186)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFD | FIRST TR EXCHNG TRADED FD VI | 5.62% | $105.2M | 3,959,449 | $19.75 | $26.56 | -$953.7K |
A AAPL | APPLE INC | 3.44% | $64.5M | 314,217 | $34.24 | $205.17 | -$4.6M |
M MSFT | MICROSOFT CORP | 3.24% | $60.7M | 121,970 | $148.64 | $497.41 | +$15.1M |
I IJJ | ISHARES TR | 2.98% | $55.8M | 451,897 | $104.99 | $123.58 | +$2.5M |
M META | META PLATFORMS INC | 2.78% | $52.0M | 70,442 | $282.17 | $738.09 | +$12.5M |
Industry Allocation
Investment Team (8)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Kennesaw, GA , United States | |
 | Associate | Kennesaw, GA , United States | |
P Peter Lynch | Associate | Kennesaw, GA , United States | |
 | Jr. Research Analyst | Atlanta, GA , United States | |
 | Associate | Smyrna, GA , United States | |
 | Associate | Kennesaw, GA , United States | |
| Senior Associate | Atlanta, GA , United States | ||
N Nicholas Wilson | Equity Research Analyst | Phoenix, AZ , United States |
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