Huntleigh Advisors provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Huntleigh Advisors reports 1,838 clients. They include 1,634 individual clients, 161 high-net-worth individuals, and 19 corporations and other businesses. Of its assets, 98.8% ($772M across 1,825 accounts) are managed with discretion; $9.7M across 13 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 89% | 49% |
| High-net-worth individuals | 9% | 47% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 1% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,634 | $382M | 48.8% | $234K |
| High-net-worth individuals | 161 | $365M | 46.8% | $2.27M |
| Pension and profit-sharing plans | 13 | $6.51M | 0.8% | $501K |
| Charitable organizations | 11 | $13.4M | 1.7% | $1.22M |
| Corporations and other businesses | 19 | $14.6M | 1.9% | $769K |
| Total | 1,838 | $782M | 100% | $425K |
- Clients
- 1,634
- Regulatory AUM
- $382M
- AUM share
- 48.8%
- Avg. per client
- $234K
- Clients
- 161
- Regulatory AUM
- $365M
- AUM share
- 46.8%
- Avg. per client
- $2.27M
- Clients
- 13
- Regulatory AUM
- $6.51M
- AUM share
- 0.8%
- Avg. per client
- $501K
- Clients
- 11
- Regulatory AUM
- $13.4M
- AUM share
- 1.7%
- Avg. per client
- $1.22M
- Clients
- 19
- Regulatory AUM
- $14.6M
- AUM share
- 1.9%
- Avg. per client
- $769K
Total
- Clients
- 1,838
- Regulatory AUM
- $782M
- AUM share
- 100%
- Avg. per client
- $425K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Huntleigh Advisors charges 1.00%–2.00% a year for its Asset Management; its fees and minimums are set out in its brochures on the SEC website.
Robert Chambers owns 75% or more of Huntleigh Advisors. The leadership team of Huntleigh Advisors includes President Michael Rowan and Chief Compliance Officer Christopher O'Connell. It has 55 employees.
Leadership
- Michael RowanPresident Shareholder
- Christopher O'ConnellChief Compliance Officer
- Robert ChambersManaging Director
Investment adviser representatives
64 representatives listed in the SEC register as of 9 October 2026.
- William John Anderson
- Thomas Hale April
- Mary Elizabeth Blackard
- A C Brown Jr
- Phillip Kimball Carver
- Robert Lewis Chambers
- Robert Barrett Chambers
- William Lawrence Chambers
- Kenneth Bruce Cohen
- Jason Howard Cooksey
- Jerry Francis Costello II
- Scott Middleton Debandt
- Lon Eric Dircks JR
- Richard Harold Eckenrodt JR
- Justin Andrew Eggenberger
- Robert Earl Faulkner
- James David Fendrick
- Alan James Ferrari
- Leo Dominic Fiordelisi
- Nicole Marie Gilbert
- John Joseph Graves
- Brian Matthew Grubb
- James Ross Gulla
- Thomas Edward Gummersbach
- Jack William Hessi
- Kara Lee Hill
- Lindsey Jo Holbrook
- Pamela Jane Johnston
- Matthew Hanley Kallman
- Jeffrey Collins Kinder
- Dale Frederick Kleekamp
- John Frederick Kurusz
- Daniel Jerome Lecure
- Michael Warren Leopold
- George Beyer Lingelbach JR
- Robert Lee Link
- Larry David Little
- Catherine Terry Marshall
- Michael Barker McClellan
- Debra Dawn Mesle
- Susan Elizabeth Montebello
- Richard Lowery Morris
- Brett Anthony Mudd
- Tuan Manh Nguyen
- Christopher Cory O'Connell
- Greg Alfred Overschmidt
- Kevin David Pflug
- James Birke Quicksilver
- Andrew Steven Rich
- Robert Stephen Rich
- Scott Michael Rich
- Michelle Lynn Robertson
- William James Rodosky JR
- Michael Barry Rowan
- James Ronald Sanford
- Mark Anthony Schmitt
- Douglas Michael Simms
- John Thomas Sullivan
- James Michael Terschluse
- Robert James Tock
- William Alexander Utz
- Amanda Jonell Wolfrum
- Eric Allen Wood
- Martin Lewis Zygmund
Staff
- 55 employees
- 55 in advisory functions
- 55 state-registered reps
- 51 broker-dealer reps
- 40 insurance agents
- Owns 75% or more of Huntleigh Advisors, Inc.
Robert Chambers
Control person · since November 2000
- Owns 10% to 25% of Huntleigh Advisors, Inc.
Michael Rowan
Control person · since October 2010
Huntleigh Advisors’ regulatory assets grew 2.0× from $395M (March 2021) to $782M (March 2026); clients rose from 674 to 1,838 and employees were 55 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $782M | 1,838 | 55 | 10 |
| Jul 2025July 2025 | $626M | 1,628 | 55 | 10 |
| Apr 2024April 2024 | $445M | 1,418 | 53 | 11 |
| Mar 2023March 2023 | $366M | 1,351 | 54 | 12 |
| Mar 2022March 2022 | $472M | 740 | 55 | 1 |
| Mar 2021March 2021 | $395M | 674 | 57 | 1 |
Besides its headquarters, Huntleigh Advisors has 9 offices, with 10 listed addresses across 6 states.
Illinois · 3 listed addresses
- 108 East Main Street, Dwight
- 9 Eagle Center, O'Fallon
- 23 Public Square, Belleville
Missouri · 3 listed addresses
- 7800 Forsyth BLVD., 5th Floor, St. LouisHQ
- 15400 South Outer Forty, Chesterfield
- 3216 North Ten Mile Drive, Jefferson City
Arkansas · 1 listed address
- 14 Town Square, Greenwood
Indiana · 1 listed address
- 8100 E 106th Street, Fishers
Tennessee · 1 listed address
- 154 Timber Creek, Memphis
Texas · 1 listed address
- 1800 West Loop South, Houston
Other business names
Huntleigh Advisors has reported 1 other business name to the SEC.
- The Huntleigh Group
Contact and registration details
- Legal name
- Huntleigh Advisors, Inc.
- Headquarters
- 7800 Forsyth BLVD., 5th Floor, St. Louis, MO 63105
- Website
- Not reported
- Phone
- 314-236-2400
- SEC file
- 801-62677
- Structure
- Missouri corporation
- Fiscal year end
- December
Huntleigh Advisors’ named custodian for separately managed accounts is First Clearing ($778M). Huntleigh Advisors does not have custody of client assets.
- First ClearingFirst Clearing, LLC · Saint Louis, MO · $778M100%
At year end, Huntleigh Advisors’ separately managed accounts were mostly in stocks (64%) and funds (16%). Its reported 13F holdings for the quarter ended 30 June 2026 total $714M across 303 positions; the largest are Nvidia Corporation (9.8%), Apple Inc. (4.4%) and Broadcom Inc. (3.4%).
What the accounts hold
- Stocks64%
- Funds16%
- Registered funds15%
- Pooled vehicles1%
- Bonds11%
- Investment grade corporate bonds4%
- High-yield corporate bonds4%
- U.S. government and agency bonds2%
- State and local bonds1%
- Cash7%
- Other2%
- Derivatives1%
- Variable annuities1%
Reported 13F holdings
- $714M
- Reported 13F value
- 303
- Positions
- 31.6%
- In the 10 largest
- +22.1%
- Value vs. prior quarter
- Nvidia Corporation9.8%
- Apple Inc.4.4%
- Broadcom Inc.3.4%
- Amazon Com Inc.2.6%
- Taiwan Semiconductor Manufac · Sponsored ADS2.4%
- Alphabet Inc. · Cap Stk CL A2.0%
- AB Active ETFS Inc. · Shor DU Yiel ETF1.9%
- Alphabet Inc. · Cap Stk CL C1.8%
- Amphenol Corp. · CL A1.7%
- Micron Technology Inc.1.6%
Together, the ten largest are 31.6% of reported value.
How many clients does Huntleigh Advisors have?
Huntleigh Advisors has 1,838 clients and manages $782 million for them, as of March 2026. They include 1,634 individual clients, 161 high-net-worth individuals, and 19 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Huntleigh Advisors offer?
Huntleigh Advisors provides portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Huntleigh Advisors charge?
Huntleigh Advisors charges 1.00%–2.00% a year for its Asset Management.
Source: ADV 2A & 2B, filed 26 March 2026
Which custodians does Huntleigh Advisors use?
Huntleigh Advisors’ separately managed account assets are held at First Clearing, LLC (Saint Louis, MO), with $778M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Huntleigh Advisors have?
Huntleigh Advisors has 55 investment adviser representatives registered with state securities authorities, out of 55 employees, and 55 perform investment advisory functions. 51 employees are registered representatives of a broker-dealer and 40 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Huntleigh Advisors invest in?
At the end of its last fiscal year, Huntleigh Advisors’ separately managed accounts held 64% exchange-traded equities, 15% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 4% investment grade corporate bonds, 4% high-yield corporate bonds, 2% U.S. government and agency bonds, 1% state and local bonds, 1% derivatives, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: Variable Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Huntleigh Advisors?
Huntleigh Advisors’ direct owners are Robert Chambers (75% or more) and Michael Rowan (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Huntleigh Advisors get paid?
Huntleigh Advisors is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Huntleigh Advisors?
Huntleigh Advisors’ main office is at 7800 Forsyth BLVD., 5th Floor, St. Louis, MO 63105. Its phone number is 314-236-2400.