Overview

Headquarters
Columbus, OH
Total Firm Assets
$7.9 billion
Average High-Net-Worth Client Portfolio Size
$1.6 million
Stated Minimum Account Size
$10,000

Fee Disclosure

Source: THE HUNTINGTON INVESTMENT COMPANY ADV PART 2A APPENDIX 1 (2026-08-21) · View brochure text

MinMaxDisclosed Annual Rate
$0 $250,000 2.00%
$250,001 $500,000 1.75%
$500,001 $1,000,000 1.50%
$1,000,001 $2,000,000 1.35%
$2,000,001 $5,000,000 1.10%
$5,000,001 and above 0.90%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $16,875 1.69%
$5 million $63,375 1.27%
$10 million $108,375 1.08%
$50 million $468,375 0.94%
$100 million $918,375 0.92%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets
13.76%
Number of High-Net-Worth Clients
678
Total Client Accounts
42,399
Discretionary Accounts
42,399

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
16986
  • THE HUNTINGTON INVESTMENT COMPANY ADV PART 2A APPENDIX 1 (2026-08-21) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions