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- Custodian
- Charles Schwab & Company · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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