FIRST HEARTLAND CAPITAL, INC.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
162
Avg account
$0

Firm details

Headquarters
LAKE ST LOUIS, Missouri
CRD number
32460
Registered since
July 8, 1993

Firm profile

FINTRX

Overview

First Heartland Capital, Inc. is registered as an alternative legal form of advisory firm and has been SEC-registered since 1993. The snapshot classifies ownership as individual and the firm is listed as "unclassified" for its primary business type. The profile indicates the firm does not act as a capital allocator and does not identify itself as an active ESG investor, a pension consultant, or a related adviser. The available records supply limited detail about the firm's advisory mandates, fee schedules, client segments, or specific investment preferences. The snapshot also records that the adviser is not designated as a multi-state adviser and is not newly formed.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 6
  • JEANNE JEHLE

    Chief Financial OfficerCRD 4885198

  • SCOTT HOFF

    Chief Operating OfficerCRD 5008279

  • DAVID HOFF

    Chief Executive OfficerCRD 1058737

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Contacts

3 of 156
  • DANIEL GILBERT

    Registered RepresentativeCRD 1006859

  • JULIE BROWNSHERCANOY

    Registered RepresentativeCRD 2651402

  • KENNETH BLITZ

    RepresentativeCRD 1149685

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LAKE ST LOUIS, MO

SAINT CHARLES

Location

LAKE ST LOUIS, MO

Headquartered in LAKE ST LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.

Metro area
St. Louis-St. Charles-Farmington, MO-IL
Region
Midwest
County
SAINT CHARLES
Address
4101 Lake Saint Louis Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth