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Huntleigh Advisors, Inc.

Huntleigh Advisors, Inc.. CRD 113412

Huntleigh Advisors, Inc. logo

CRD: 113412

Huntleigh Advisors, Inc.

St. Louis, MO, 63105
3142362400
$781.8M Total AUM
$772.1M Disc. AUM
28.8% 3Y CAGR
55 Employees
1,838 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
First Clearing
Clients
Retail and Institutional
Platforms
Momentum crestValue +more
Established Date
03-12-2001
Office Locations
13

Office Locations

108 East Main Street Dwight IL
14500 South Outer Forty Suite 201 Chesterfield MO
154 Timber Creek Road Suite 1 Memphis TN

About Huntleigh Advisors, Inc.

Huntleigh Advisors is an employee-owned, national RIA based in St. Louis serving high-net-worth individuals and institutions (retirement plans, charities, corporations) as well as other advisors. The team manages separate equity and fixed-income portfolios using fundamental and technical analysis, allocating across public equity, bonds, commodities, mutual funds and ETFs. Affiliated Huntleigh Securities is a full-service broker-dealer in the St. Louis region.

Team overview

61 AVG AGE
$14.2M AVG AUM / ADVISOR
$425.3K AVG AUM / CLIENT
9 yrs AVG TENURE
55 Employees
55 Advisory Reps
55 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Vertex Bridge Delta Alpha summit

Client Personas

Fusion zenith

Custodian

Ember element Eagle Prime optima

Investment Themes

Delta crest Matrix Alpha Quantum peak

Investment Vehicles

Ember unison Meridian

Services

Focus foundation Signal Vertex matrix North Oak meridian

Technology

Matrix Harbor pathway Alpha insight Peak

Owner & Executives

R

ROBERT LEWIS CHAMBERS

MANAGING DIRECTOR

CRD
#1231649
Ownership
75% or more
(426) 757-4903
element.wave@frontiercapital.com
in linkedin.com/in/peak-timber
MICHAEL BARRY ROWAN

MICHAEL BARRY ROWAN

Advisor

CRD
#5160408
Ownership
10% but less than 25%
(375) 737-8134
eagle.oak@momentumcapital.com
in linkedin.com/in/timber-quantum
L

Legacy meridian

Quantum peak

CRD
#96666
Ownership
22.4%
(429) 511-6850
quantum.vector@summitcapital.com
in linkedin.com/in/zenith-catalyst

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Contacts

William John Anderson

William John Anderson

Agent

CRD
#6115346
(341) 648-8991
catalyst.radial@fusioncapital.com
in linkedin.com/in/delta-wave
THOMAS HALE APRIL

THOMAS HALE APRIL

First Vice President

CRD
#826551
(308) 637-8350
beacon.oak@vitalcapital.com
in linkedin.com/in/radial-optima
M

Momentum horizon

Ridge alpha horizon

CRD
#97122
(524) 372-2849
value.radial@zenithcapital.com
in linkedin.com/in/matrix-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-29-2023
12-05-2024
11-05-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $772,084,698 $423,060
Non-Discretionary $9,702,252 $746,327
Total $781,786,950 $425,347

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Separately Managed Accounts

Total SMA Asset: $781,786,950

$781.8M Total SMA
Equity - Exchange:
16.1%
Public Funds:
11.5%
Cash:
13.5%
Corporate - Investment Grade:
18.3%
Corporate - Non-Investment Grade:
17.1%
U.S. Government/Agency:
12.9%
Derivatives:
5.8%
Other:
4.8%
Asset class Assets Assets %
Equity - Exchange $434,501,764 16.1%
Public Funds $310,358,403 11.5%
Cash $364,333,777 13.5%
Corporate - Investment Grade $493,874,675 18.3%
Corporate - Non-Investment Grade $461,489,451 17.1%
U.S. Government/Agency $348,141,165 12.9%
Derivatives $156,528,586 5.8%
Other $129,540,897 4.8%
Total $2,698,768,718 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VERTEX UNISON FOCUS ALPHA MERIDIAN 76VVYJWTP WDS 5.69% $5,783,473
VITAL PRIME CREST OPTIMA 77B4BHVOX IDHKV 12.59% $2,408,920
PEAK OPTIMA HORIZON PRIME OPTIMA OAA2755S0 QYDQ 0.88% $4,137,859
PRIME DELTA CATALYST HORIZON 1S171LHIP YDK 12.26% $29,623,132
HORIZON CATALYST MERIDIAN VERTEX PATHWAY 4HDCBBSI8 AVF 2.76% $15,014,045
CAPITAL CAPITAL VITAL HORIZON RIDGE B1TYEUXQO YIZ 2.06% $59,178,525
CATALYST MERIDIAN OAK DELTA VITAL ZEASPRMA6 FII 4.84% $100,379,733
NORTH QUANTUM MOMENTUM VALUE FRONTIER IDOLEQ58M UCBG 11.99% $39,157,593

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