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The Huntington Investment

Wealth managementBank & trust

Columbus, OHCRD 16986Updated

The Huntington Investment is an investment adviser based in Columbus, OH, registered with the SEC since 2000. It provides investment management. Its clients include individual clients, high-net-worth individuals, and corporations and other businesses. Its regulatory assets under management total $7.89 billion, as filed on 21 August 2026.

$7.89B
AUM
42.4K
Clients
$185K
AUM per individual client
415
Advisory staff
788
Offices
See fees
Annual fee

From Form ADV filed 21 August 2026SEC record

Services and clients

The Huntington Investment provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.

The Huntington Investment reports 42,398 clients. They include 41,475 individual clients, 678 high-net-worth individuals, and 218 corporations and other businesses. Of its assets, 100.0% ($7.89B across 42,399 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $7.89B.

Clients and assets by client type
Clients42,398 clients
Assets$7.89B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)98%85%
High-net-worth individuals2%14%
Charitable organizations<1%<1%
Corporations and other businesses<1%1%
Client breakdown and activity details
Individuals (other than HNW)
Clients
41,475
Regulatory AUM
$6.7B
AUM share
84.9%
Avg. per client
$161K
High-net-worth individuals
Clients
678
Regulatory AUM
$1.09B
AUM share
13.8%
Avg. per client
$1.6M
Charitable organizations
Clients
27
Regulatory AUM
$12.5M
AUM share
0.2%
Avg. per client
$463K
Corporations and other businesses
Clients
218
Regulatory AUM
$96.1M
AUM share
1.2%
Avg. per client
$441K

Total

Clients
42,398
Regulatory AUM
$7.89B
AUM share
100%
Avg. per client
$186K
Clients outside the U.S.
0%
Clients advised without assets under management last fiscal year
0
Private funds advised
0

The Huntington Investment fees and minimums

The Huntington Investment is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.

Who owns The Huntington Investment

Huntington Bancshares Incorporated owns 75% or more of The Huntington Investment. The leadership team of The Huntington Investment includes President Michael Miroballi, Chief Financial Officer Stephen Richardson and Chief Compliance Officer Cynthia Jean Foresta. It has 520 employees, 415 of them in advisory roles.

Leadership

Investment adviser representatives

428 representatives listed in the SEC register as of 9 October 2026.

  • Venetia Marcene Abulaban
  • Sandra Adame-Hernandez
  • Francis J Aiello
  • Brian Christopher Ailes
  • Ronald Gerald Alessi JR
  • Evan J Allion
  • James Michael Altier
  • John Felix Altieri
  • Sarah Frances Aluise
  • Phillip L Ameduri
  • James Brett Anderson
  • Dolores Angela Angus

Staff

  • 520 employees
  • 415 in advisory functions
  • 361 state-registered reps
  • 411 broker-dealer reps
  • 446 insurance agents
  • 1 soliciting firm
Ownership chain
The Huntington Investment Company· the adviser

  • Huntington Bancshares Incorporated

    Control person · since July 2006

    Owns 75% or more of The Huntington Investment Company

Growth and acquisitions

The Huntington Investment’s regulatory assets grew 2.2× from $3.56B (April 2021) to $7.89B (August 2026); clients rose from 20,521 to 42,398 and employees from 369 to 520.

By annual filing
Measure
Figures from each annual filing
The Huntington Investment figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
August 2026$7.89B42,398520788
July 2025$6.34B37,298501788
May 2024$5.2B32,956483767
July 2023$4.3B29,200432767
March 2022$4.77B23,803396767
April 2021$3.56B20,521369634

Offices and registration details

Besides its headquarters, The Huntington Investment has 787 offices, with 26 listed addresses across 6 states.

Listed office addresses by state

Ohio · 18 listed addresses

  • 41 S. High Street, ColumbusHQ
  • Willoughby, Willoughby
  • Brunswick Center, Brunswick
  • Dover City Banking Office, Dover
  • Village Square, Perrysburg
  • Rocky River South, Rocky River
  • University Pointe Banking Office, West Chester
  • Streetsboro Banking Office, Streetsboro
  • Falls Center, Cuyahoga Falls
  • Worthington Main, Worthington
  • Mentor 306, Mentor
  • Arrowhead Park, Maumee
  • Canton Private Banking, Canton
  • New Albany, New Albany
  • Stoneridge Plaza Banking Office, Gahanna
  • Cincinnati Main, Cincinnati
  • Anderson Banking Office, Cincinnati
  • Ravenna Banking Office, Ravenna

Other business names

The Huntington Investment has reported 1 other business name to the SEC.

  • Huntington Financial Advisors

Contact and registration details

Legal name
The Huntington Investment Company
Headquarters
41 S. High Street, Columbus, OH 43215
Website
huntington.com
Phone
800-322-4600
LinkedIn
@huntington-financial-advisors
SEC file
801-58015
Structure
Ohio corporation
Fiscal year end
December

Custodians

The Huntington Investment uses Fidelity ($7.89B) as custodian for its separately managed accounts. The Huntington Investment does not have custody of client assets.

Reported separately managed account assets by custodian
$7.89B
named custodians
  • FidelityNational Financial Services LLC · Boston, MA · $7.89B100%

Investments and reported holdings

At year end, The Huntington Investment’s separately managed accounts were mostly in funds (86%) and stocks (11%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks11%
  • Funds86%
  • Cash3%

Common questions

How many clients does The Huntington Investment have?

The Huntington Investment has 42,398 clients and manages $7.89 billion for them, as of August 2026. They include 41,475 individual clients, 678 high-net-worth individuals, and 218 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 August 2026

What services does The Huntington Investment offer?

The Huntington Investment provides portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

Which custodians does The Huntington Investment use?

The Huntington Investment’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $7.89B. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 August 2026

How many financial advisors does The Huntington Investment have?

The Huntington Investment has 361 investment adviser representatives registered with state securities authorities, out of 520 employees, and 415 perform investment advisory functions. 411 employees are registered representatives of a broker-dealer and 446 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 The Huntington Investment invest in?

At the end of its last fiscal year, The Huntington Investment’s separately managed accounts held 86% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities and 3% cash and equivalents.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns The Huntington Investment?

The Huntington Investment’s direct owner is Huntington Bancshares Incorporated (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 21 August 2026

How does The Huntington Investment get paid?

The Huntington Investment is paid through a percentage of assets under management. 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

Is The Huntington Investment registered with the SEC?

Yes, The Huntington Investment has been registered with the SEC as an investment adviser since 6 October 2000. Its CRD number is 16986 and its SEC file number is 801-58015.

Source: Form ADV Part 1A, Item 1, filed 21 August 2026; IAPD firm record

How do I contact The Huntington Investment?

The Huntington Investment’s main office is at 41 S. High Street, Columbus, OH 43215. Its phone number is 800-322-4600. Its website is huntington.com.

Source: Form ADV Part 1A, Item 1.F, filed 21 August 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 21 August 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. THE HUNTINGTON INVESTMENT COMPANY ADV PART 2A APPENDIX 1, submitted 21 August 2026.
  3. IAPD firm record, CRD 16986.
  4. SEC registered adviser data, annual Form ADV amendments filed 27 April 2021 to 21 August 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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