The Huntington Investment Company
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 16986
- Registered since
- October 6, 2000
- Website
- www.huntington.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals84.86%
- HNWI13.76%
- Corporations / Businesses1.22%
- Charitable Organizations0.16%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
The Huntington Investment Company is a corporate wealth manager that combines advisory services with broker-dealer and insurance-broker capabilities. Registered with the SEC since 2000, the firm serves both individual and institutional clients and charges fees based on a percentage of assets under management. Its advisory remit covers discretionary portfolio management for individuals, small businesses, and institutional clients, and it also acts as a selector of third-party managers. The firm identifies as an active ESG investor and functions as a capital allocator, deploying client capital across public funds and external alternative managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities11%
- Cash & Cash Equivalents3%
Owners & executives
3 of 3
Ryan Dunlap
Financial Advisor & CEOCRD 5075029
Cynthia Foresta
Chief Compliance OfficerCRD 2445804
Aaron Reber
COOCRD 7793642
Contacts
3 of 824
Merrill Whippo
Financial AdvisorCRD 5642115
Michael Creazzo
Financial AdvisorCRD 5643103
David Kuhn
Senior Financial AdvisorCRD 5644090
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 41 S High St
- Time zone
- ET (UTC-5)
- Office locations
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