Huntleigh Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$747,219,455
Clients
1,795
Advisors
64
across 5 offices
About
Huntleigh Advisors serves a mix of individual clients (including high-net-worth individuals), small businesses, charities, trusts, estates, and employer retirement plans. The firm provides discretionary and non‑discretionary asset management, model portfolio programs, a specialized MindShare small‑ and micro‑cap strategy, sub‑advisory services, and ERISA plan advisory services (including both 3(21) and 3(38) arrangements).
The firm uses model asset allocation portfolios that are reviewed at least quarterly alongside customized individual management options, and its MindShare program seeks long‑term capital appreciation by combining fundamental research with investor sentiment analysis and charting. Huntleigh describes the MindShare offering as having SmallCap and MicroCap growth sleeves plus a concentrated Focused Strategy (typically 8–12 names) that carries higher turnover and volatility; the firm also employs a mix of fundamental, technical, cyclical and quantitative analysis across its strategies.
Compared with many enterprise peers, Huntleigh does not offer fixed‑fee arrangements and relies on percentage‑of‑AUM billing and fee sharing with third‑party managers, which the firm discloses can create conflicts of interest. The firm is affiliated with an in‑house broker‑dealer and discloses higher transaction fees in certain broker‑assisted MindShare trades, cash sweep and 12b‑1 revenue arrangements, and it was the subject of an SEC administrative order in 2023 requiring remediation and payment related to disclosure deficiencies; Huntleigh reports steps taken to mitigate conflicts, such as periodic reviews, rebating identified 12b‑1 payments, and converting to advisory share classes when available.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 2.00% $1,000,001 - $10,000,000: 1.50% $10,000,001+: 1.00%
Main office
See office7800 Forsyth Blvd., 5th Floor
St. Louis MO 63105
Advisors at this office
56
Offices (5)
St. Louis, MO Forsyth Blvd.
7800 Forsyth Blvd. 5th Floor, St. Louis, MO 63105
56 advisors
Dwight, IL
108 East Main Street, Dwight, IL 60420
4 advisors
Memphis, TN
154 Timber Creek Road Suite 1, Memphis, TN 38018
2 advisors
Greenwood, AR
14 Town Square, Greenwood, AR 72936
1 advisor
Houston, TX
1800 West Loop South Suite 1105, Houston, TX 77027
1 advisor
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Delaware · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Nevada · New Hampshire · New Mexico · New York · North Carolina · Ohio · Oklahoma · Pennsylvania · South Carolina · South Dakota · Tennessee · Texas · Utah · Virginia · Washington · West Virginia · Wisconsin
Also doing business as
Huntleigh Advisors, Inc. · The Huntleigh Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
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