HEARTLAND GROUP HOLDINGS LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
COLUMBUS, Ohio
CRD number
335476
Registered since
April 24, 2026

Firm profile

FINTRX

Overview

Heartland Group Holdings LLC is organized as a limited liability company and is listed as an SEC-registered adviser with a reported registration year of 2026. The firm is owned by an individual and is classified in the source data as unclassified. The profile data flags Heartland Group Holdings as not being a capital allocator, not an active ESG investor, not a multi-state adviser, and not a pension consultant. The limited public profile and the fund-focused items in the database suggest the firm operates primarily through private fund vehicles rather than running a traditional advisory practice for retail or institutional advisory accounts.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Max Brickman

    Founder & Managing PartnerCRD 8258503

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

COLUMBUS, OH

FRANKLIN

Location

COLUMBUS, OH

Headquartered in COLUMBUS, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.

Metro area
Columbus-Marion-Zanesville, OH
Region
Midwest
County
FRANKLIN
Address
4131 Worth Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth