Zuckerman Investment Group

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Client assets under management

$2,052,327,573

Clients

425

63% high-net worth

Advisors

of 15 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

106

Very High

Average account size

$4,829,006

About

Zuckerman Investment Group provides comprehensive family wealth management services, including customized investment portfolios, investment management, and financial planning, to high‑net‑worth individuals and families, trusts, partnerships, retirement plans, and charitable foundations. In addition to separately managed accounts, the firm also advises a privately offered pooled investment vehicle (ZVS LLC).

The firm follows a value‑oriented, long‑term investment approach supported by in‑house research and recurring investment team meetings, primarily investing in equities, fixed income, ETFs and mutual funds while selectively recommending alternative assets such as private equity and real estate funds. Client relationships are established with an initial assessment and ongoing communication and are managed on both discretionary and non‑discretionary bases, with quarterly written reporting.

Noteworthy for a firm of its size, Zuckerman acts as adviser to and portfolio manager for ZVS LLC, a pooled vehicle that invests in a third‑party Underlying Fund and is subject to separate offering documents and audited financials, and the firm indicates it may provide similar services to other pooled vehicles in the future. The firm also makes use of limited‑circulation investment publications and soft‑dollar research arrangements in its research process and employs a custodian‑based pricing hierarchy for valuing certain securities.

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals

Expertise

Wealth management Private / alternative investments

Fee options

Fixed

Fixed or project-based fees for financial planning projects, negotiable

Percentage

1% annually starting rate, negotiable

Main office location

Zuckerman Investment Group

155 North Wacker Drive, Suite 1700

Chicago IL 60606, United States

Number of offices

Most active in

Arizona · California · Colorado · Florida · Illinois · Indiana · Michigan · Minnesota · New Hampshire · New Jersey · New York · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 312-948-8000

Advisors at this firm

William E

Series 63, Series 65

Chicago, IL

Zuckerman Investment Group

William Enoch is a financial advisor at Zuckerman Investment Group in Chicago, IL, holding Series 63 and Series 65 licenses with six years of industry experience. He has been with Zuckerman Investment Group since 2007. Outside of his advisory role, he operates a floral business in Wheaton, IL. Zuckerman Investment Group serves high net worth individuals, families, trusts, and charitable foundations by offering customized investment portfolios and comprehensive wealth management. The firm employs a value-oriented, long-term investment approach supported by internal research and team collaboration, managing approximately $1.9 billion across seven advisors.

Wealth management Private / alternative investments

Keith S

CFA®, Series 63

Chicago, IL

Zuckerman Investment Group

Keith Schicker is a CFA® charterholder with six years of industry experience. He has been with Zuckerman Investment Group, LLC since 2013. The firm provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. Zuckerman Investment Group follows a value-oriented, long-term investment approach, managing approximately $1.9 billion across seven advisors.

Wealth management Private / alternative investments

Daniel Z

CFA®

Chicago, IL

Zuckerman Investment Group

Daniel Zuckerman is a CFA® charterholder with 12 years of experience in the financial advisory industry. He has been with Zuckerman Investment Group, formerly Asset Management Investors, since 2005. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach focused on customized portfolios and tax-aware management across individual equities, fixed income, ETFs, mutual funds, and select alternative assets.

Wealth management Private / alternative investments

Michael F

Series 63, Series 65

Chicago, IL

Zuckerman Investment Group

Michael Fisherman is a financial advisor with Zuckerman Investment Group, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Zuckerman Investment Group since 2013. Zuckerman Investment Group provides comprehensive family wealth management services to high net worth individuals, families, trusts, partnerships, retirement plans, and charitable foundations. The firm employs a value-oriented, long-term investment approach with a focus on customized portfolios and tax-aware management across a range of asset classes.

Wealth management Private / alternative investments

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