Brunswick, OH Brunswick Center Office

The Huntington Investment Company, doing business as Huntington Financial Advisors, serves individuals (including high‑net‑worth clients), charitable organizations, corporations and other business entities with advisory and brokerage services. It sponsors multiple wrap‑fee programs on the Envestnet MAS platform—including SMA, UMA, RPM, PWC, Premier, Select and Foundations strategies—and is also a registered broker‑dealer and licensed insurance agency.

Huntington’s programs use an open‑architecture model that combines third‑party Sub‑Managers and Wrap Strategists with affiliate model offerings from its Private Bank (Huntington Dynamic Portfolios); accounts may be managed discretely by advisors (RPM), by model providers, or through Envestnet overlay services (tax and impact overlays), with periodic rebalancing and custodial services provided via National Financial Services. Advisory arrangements are predominantly percentage‑of‑assets wrap fees that cover portfolio management, trade execution and manager fees, and Huntington discloses how advisor compensation and program fee structures can vary by program.

Distinctive features in the brochure include an explicit affiliation with an institutional broker‑dealer and municipal advisor (Huntington Securities) and the prominent use of proprietary Private Bank models for which the Private Bank receives specified payments (for example, 0.15% for Huntington Dynamic Portfolios and stated 0.25% manager payments for certain SMA sleeves), a structural conflict the firm documents and supervises. The disclosure also shows limited focus on pension/profit‑sharing plan business and that financial planning is referenced as provided in the broker‑dealer capacity rather than as a standalone advisory program; the firm notes a temporary dual registration with Ameriprise to support an administrative account conversion.