The Huntington Investment Company

Broker-DealerFINRA MemberEst. 2000
Total AUM
$7.9B
Discretionary
$7.9B
100% of AUM
Accounts
42,399
Employees
520
Advisory reps
829
Brokerage reps
411

Firm details

Headquarters
Columbus, Ohio
CRD number
16986
Registered since
October 6, 2000
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

FINTRX

Overview

The Huntington Investment Company is a corporate advisory and capital-allocation entity that serves both individual/family clients and institutional clients. Registered with the SEC since 2000, the firm operates as an adviser that charges fees based on a percentage of assets under management. Its business mix extends beyond advisory work: it also functions as a broker-dealer and an insurance broker and is affiliated with a registered municipal advisor, a banking or thrift institution, and an insurance company. The firm provides portfolio management for individuals, small businesses, and institutions and also engages in selecting third-party sub‑advisers. The Huntington Investment Company is identified as an active ESG investor in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 86%, Exchange Traded Equities 11%, Cash & Cash Equivalents 3%86%
  • Public Funds/Mutual Funds86%
  • Exchange Traded Equities11%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 3
  • Cynthia Foresta

    Cynthia Foresta

    Chief Compliance OfficerCRD 2445804

  • Aaron Reber

    COOCRD 7793642

  • Ryan Dunlap

    Ryan Dunlap

    Financial Advisor & CEOCRD 5075029

Contacts

3 of 826
  • Matthew Lewarne

    Matthew Lewarne

    Financial AdvisorCRD 7014363

  • Melody Gelsone

    Licensed BankerCRD 8081222

  • Cindy Husvar

    Investment RepresentativeCRD 5450853

Unlock 823 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth