CRD: 137785
Zuckerman Investment Group
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2006
- Office Locations
- 1
Office Locations
About Zuckerman Investment Group
Zuckerman Investment Group is a Chicago-based, independent, employee- and family-owned boutique wealth manager serving multi-generational families, business owners/executives, and young professionals. The team delivers comprehensive financial planning, coordination with outside advisors, and high-touch ongoing service, including liquidity planning around business events. Portfolios are customized using a mix of active and passive strategies backed by internal research and daily account monitoring; principals invest alongside clients.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL P FISHERMAN
Partner
- CRD
- #4551069
- Ownership
- 10% but less than 25%
DANIEL ROSS ZUCKERMAN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #5057006
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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WILLIAM HOWARD ENOCH
Advisor
- CRD
- #3198660
KEITH ROBERT SCHICKER
Partner
- CRD
- #4780985
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,118,049,768 | $1,477,022 |
| Non-Discretionary | $49,001,076 | $1,689,692 |
| Total | $2,167,050,844 | $1,481,238 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | 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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