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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-29-1989
- Office Locations
- 4
Office Locations
About Pekin Hardy Strauss, Inc.
Pekin Hardy Strauss Wealth Management is a Chicago-based, employee-owned, independent fiduciary providing wealth management, customized financial planning, and portfolio management. The firm follows a disciplined, contrarian, long-term value investing approach—seeking high-quality, undervalued companies and emphasizing downside protection—supported by proprietary fundamental research integrating economic, industry, company, and valuation analysis.
Reported data analysis
What the numbers show
Between August 22, 2025 and March 13, 2026, reported AUM increased 35.6%, from $1.1B to $1.6B.
Across 5 reported observations, AUM increased 55.2% between March 29, 2022 and March 13, 2026, from $999.6M to $1.6B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 9 advisory representatives and 745 clients, or 82.8 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 4 reported office locations and 36 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pekin Hardy Strauss, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BRANDON JOHN HARDY
Portfolio Manager, Senior Vice President
- CRD
- #4125065
- Ownership
- 10% but less than 25%
JENNIFER ANN DUNLAP
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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MATTHEW RYAN BLUME
Director
- CRD
- #5725688
KATHLEEN CRISEL HUDOCK
Associate Portfolio Manager
- CRD
- #6432460
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,551,736,308 | $799,452 |
| Non-Discretionary | $0 | -- |
| Total | $1,551,736,308 | $799,452 |
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Separately Managed Accounts
SMA allocation detail is available
Pekin Hardy Strauss, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pekin Hardy Strauss, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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