The Herbst Group, LLC

The Herbst Group, LLC (CRD# 309319) is a financial advisory firm headquartered in , . They manage $206,643,296 in 315 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details

https://www.instagram.com/theherbstgroup/

By the Numbers

Total Assets Under Management

207

MILLION
Total Number of Accounts

315

ACCOUNTS
Average Account Value

$656,010

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses (other than small businesses) or institutional clients
Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CT, FL, MT, NJ, NY

Financial Advisors at The Herbst Group, LLC

Showing 1 - 2 of 2 top financial advisors.

Donald D. Capelin

CRD#: 1213464

New York, NY

Donald Capelin (CRD# 1213464) is an Investment Advisor Representative working at The Herbst Group, LLC in New York, NY and has over 39 years of experience in the finance industry.

Brian G. Herbst

CRD#: 5125974

Westfort, CT

Brian Herbst (CRD# 5125974) is an Investment Advisor Representative working at The Herbst Group, LLC in Westfort, CT and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals