Overview
Assets Under Management: $1.5 billion
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 241
Average Client Assets: $7 million
Frequently Asked Questions
ZUCKERMAN INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #137785), ZUCKERMAN INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
ZUCKERMAN INVESTMENT GROUP, LLC is headquartered in CHICAGO, IL.
ZUCKERMAN INVESTMENT GROUP, LLC serves 241 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, ZUCKERMAN INVESTMENT GROUP, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ZUCKERMAN INVESTMENT GROUP, LLC is ranked #159 by Forbes in 2025. Learn more about these rankings ↓
ZUCKERMAN INVESTMENT GROUP, LLC manages $1.5 billion in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, ZUCKERMAN INVESTMENT GROUP, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Recent Rankings
Forbes 2025: 159
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 241
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.47
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 1,273
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 137785
Last Filing Date: 2024-03-28 00:00:00
Website: https://zuckermaninvestmentgroup.com