Herrington Investment Solutions

Overview

Herrington Investment Solutions is a small, client-focused advisory firm that concentrates on discretionary portfolio management for individuals and small businesses. The firm’s stated preferences lean heavily toward publicly traded equities, with a clear emphasis on exchange-traded equities and ETFs as the primary building blocks of client portfolios. Fee arrangements are flexible—Herrington Investment Solutions charges a percentage of assets under management and can also bill hourly or via fixed fees—allowing tailored billing for different client relationships and engagement types. The firm does not identify as an active ESG investor and operates from a single-state footprint rather than as a multi-state adviser. Its advisory activity centers on constructing and managing equity-centric portfolios for a limited number of clients, using separately managed accounts and custodian platforms to implement its strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices