Huff Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Huff Wealth Management is a small, fee‑based registered investment adviser that works primarily with individual clients, including high‑net‑worth households, as well as trusts, estates and business entities. The firm offers discretionary portfolio management and wealth‑planning services, and may deliver standalone fixed‑fee wealth plans in addition to percentage‑of‑assets advisory arrangements.
The firm emphasizes a risk‑managed, customized investment approach that constructs portfolios from non‑correlating asset classes and sets defined risk/return parameters for each strategy. Huff Wealth Management uses both fundamental and technical analysis, applies quantitative metrics (correlation, standard deviation, Sharpe ratio, beta and alpha) when selecting funds and securities, and may employ cash positions and periodic redistribution to manage risk and tax outcomes.
Distinctive features for a firm of this size include a two‑adviser, family‑run structure led by a founder with extensive institutional experience and a relatively small client base (about 43 households with roughly $41.7 million under management), which supports a hands‑on Financial Health Analysis process and periodic Market Insight reports. The firm also discloses an account minimum (typically $400,000, with discretionary exceptions) and maintains a policy of not voting client proxies, while operating on a fee‑only basis rather than accepting commissions.
Client services
Expertise
Fee options
Wealth planning fixed fees range from $1,000 to $5,000 per plan, negotiated and contracted in advance.
$0 - $1,500,000: 1.00% annually $1,500,001 - $3,000,000: 0.60% annually $3,000,001 - $5,500,000: 0.50% annually $5,500,001 - $10,000,000: 0.35% annually Over $10,000,000+: Negotiable
Account minimum: $400,000
Main office
See officeJohnstown OH
Advisors at this office
1
Most active in
Florida · Louisiana · Ohio · Texas
Also doing business as
Huff Wealth Management LLC · New Albany Investment Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Benjamin H
Series 66
Johnstown, OH
Huff Wealth Management LLC
Benjamin Huff is a financial advisor at Huff Wealth Management LLC with nine years of industry experience. He holds a Series 66 designation and has worked at his current firm since 2018, following roles at Heartland Bank and a brief period of unemployment. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm creates custom, risk-managed portfolios using a blend of equities, fixed income, mutual funds, and cash positions, employing both fundamental and technical analysis alongside quantitative evaluation metrics.
Barbara H
Series 63, Series 65
New Albany, OH
Huff Wealth Management LLC
Barbara Huff is a financial advisor at Huff Wealth Management LLC in New Albany, Ohio, with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at New Albany Investment Management LLC since 2011. Huff Wealth Management LLC is a small, state-registered advisory firm serving individual and high-net-worth clients with fee-based portfolio management and wealth-planning services. The firm constructs custom, risk-managed portfolios using a combination of equities, fixed income, mutual funds, and cash positions, applying both fundamental and technical analysis alongside quantitative evaluation methods.
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