First Heartland Capital, Inc.
Firm details
- Headquarters
- Lake St Louis, Missouri
- CRD number
- 32460
- Registered since
- July 8, 1993
- Website
- www.firstheartland.com
Firm profile
FINTRXOverview
First Heartland Capital, Inc. is organized under an "Other Types of Legal Formation" structure and is individually owned. Public-facing snapshot data on the firm is sparse: the entity is labeled "Unclassified" and the record notes it is not a capital allocator and is not an active ESG investor. The snapshot also indicates the firm is not designated as a multi-state adviser, pension consultant, newly formed adviser, or related adviser. Available filings and listings provide little detail about the firm's core advisory activities, fee schedule, client segments, or portfolio management approach. Reported client- and asset-related fields contain no positive values, which suggests that standard RIA reporting items (AUM, client counts, average account size) are not being published or are not applicable in the usual way for this entity. That lack of disclosure makes it difficult to draw firm conclusions about investment process, risk framework, or target clients. The combination of an uncommon legal form and limited public disclosure can reflect several operational realities: the firm may function more as an affiliate or administrative entity within a larger group, may engage in nontraditional business lines, or may simply not report typical adviser metrics in public directories. These possibilities should be verified directly with the firm before relying on any assumptions about services or capabilities.
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 6
Zeonia Christy
Chief Compliance OfficerCRD 4067924

David Hoff
Chief Executive OfficerCRD 1058737

Jeanne Jehle
Chief Financial OfficerCRD 4885198
Contacts
3 of 159
John Ligon
Financial AdvisorCRD 5649714

Samuel Hagemann
ProducerCRD 5663614

Anthony Sikorski
Wealth Advisor & Retirement Plan SpecialistCRD 5733673
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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