Zuckerman Investment Group

RIASEC RegisteredEst. 2006

Total AUM

$2.2B

Discretionary

$2.1B

98% of AUM

Avg account

$1.5M

Accounts

1,463

Employees

Advisory reps

Firm details

Headquarters: Chicago, Illinois
CRD number: 137785
Registered since: January 3, 2006
Website: zuckermaninvestmentgroup.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC, CIBC NATIONAL TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI91.71%
Pooled Investment Vehicles3.98%
Individuals2.99%
Charitable Organizations0.73%
Corporations / Businesses0.4%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Zuckerman Investment Group is an independent registered investment adviser that acts as a capital allocator for both individuals and institutions. Founded in 2006 as an LLC, the firm charges fees based on a percentage of assets under management and provides a mix of financial planning and discretionary portfolio management across individual, small business, and pooled vehicle mandates. The firm also selects third‑party advisers and publishes periodic investment commentary. The firm does not position itself as an active ESG investor and is not registered as a multi‑state adviser. Zuckerman manages consolidated portfolios with a clear equity preference and has been recognized in the industry—appearing on Forbes’ lists of top RIA firms in 2023 and 2024.