This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-03-1986
- Office Locations
- 422
Office Locations
About THE Huntington Investment Company
The Huntington Investment Company (Huntington Bank) provides investment advisory and wealth management across retail and institutional channels, with financial planning, portfolio construction, and insurance/estate planning support. Investment offerings include active management and asset allocation using ETFs and mutual funds, including ESG/impact themes. Differentiators include digital tools like Caregiver Banking for monitored account access and scam detection, plus an expanding Texas/South footprint via Veritex integration and the pending Cadence Bank deal.
Reported data analysis
What the numbers show
Between July 21, 2025 and March 31, 2026, reported AUM increased 24.4%, from $6.3B to $7.9B.
Across 5 reported observations, AUM increased 65.5% between November 3, 2022 and March 31, 2026, from $4.8B to $7.9B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 415 advisory representatives and 42,398 clients, or 102.2 clients per representative. That equates to $186.1K in reported AUM per client.
The profile lists 422 reported office locations and 40 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review THE Huntington Investment Company's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full THE Huntington Investment Company record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MONICA VICKMAN BALLARD
Associate General Counsel, Secretary
- CRD
- --
- Ownership
- Less than 5%
Jeffrey Michael Boardman
--
- CRD
- #2746492
- Ownership
- Less than 5%
Showing 2 of 15 owners & executives
Unlock allContacts
VENETIA MARCENE ABULABAN
Senior Vice President
- CRD
- #1431999
SANDRA ADAME-HERNANDEZ
--
- CRD
- #7337601
Showing 2 of 832 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,891,185,327 | $186,117 |
| Non-Discretionary | $0 | -- |
| Total | $7,891,185,327 | $186,117 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
THE Huntington Investment Company has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing