Huron Investment Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,706,000
Total clients
36
47% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
36
Average account size
$658,500
About
Huron Investment Management is a registered, independent investment adviser that provides discretionary asset management to individuals, families, high‑net‑worth clients, and trusts. As of December 31, 2025 the firm managed approximately $23.7 million across 36 client accounts, investing in equities, fixed income, ETFs, mutual funds, options, and other marketable securities.
The firm employs a value‑oriented, multi‑method investment process that combines macro asset‑class assessment, fundamental company analysis, and sector/industry identification of mispricing to construct portfolios tailored to client objectives. It offers several strategy profiles — including conservative fixed income, high income, dividend growth, equity income and long‑term growth — and may implement derivatives, hedging, and preauthorized leverage as part of portfolio management.
Notably, Huron permits borrowing in separately managed accounts and expressly includes margin debt in account valuation and fee calculations, a practice that is uncommon among peers of its size. The firm also discloses its use of third‑party research and AI tools (including meeting transcription, with an opt‑out available to clients) and does not sponsor wrap programs or charge performance‑based fees.
Client services
Expertise
Main office location
Huron Investment Management, Inc.
420 W Huron St
Chicago IL 60654, United States
Number of offices
2
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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