Cincinnati, OH Cincinnati Main Office

Team
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Huntington Financial Advisors logo

Huntington Financial Advisors

Enterprise

Firm-wide stats for Huntington Financial Advisors

Total advisors

427

Across 310 offices

Clients per advisor

99 High

Avg AUM per client

$184,627 Very Low

HNW client ratio

2% Very Low

About

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.

Based on Huntington Financial Advisors

Expertise

ESG / Sustainable investing Active portfolio management Tax-loss harvesting

Based on Huntington Financial Advisors

Location

Cincinnati Main, 525 Vine Street

Cincinnati OH 45202

Advisors at this office

4

Advisors at this office

user avatar

Belinda S

CFP®, Series 63, Series 65

Cincinnati, OH

The huntington Investment company

Belinda Sherman is a CFP® with 24 years of industry experience, currently serving as a financial advisor at The Huntington Investment Company. She has been with the firm since 2005 in various capacities. Sherman serves as a board and committee member for TIGERS Inc., a nonprofit focused on personalized and innovative education for students. The Huntington Investment Company provides advisory and brokerage services to individuals, charitable organizations, and business entities, offering a range of wrap-fee programs on the Envestnet MAS platform with an open-architecture investment approach that incorporates third-party and proprietary model portfolios.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Virginia C

CFP®, Series 66

Cincinnati, OH

The huntington Investment company

Virginia Copley is a CFP®-designated financial advisor with 17 years of industry experience, currently with The Huntington Investment Company. Her career includes roles at firms such as TIAA, Raymond James Financial Services, and SunTrust. She serves on the Board of Trustees for Playhouse in the Park, participating in committees and community outreach. The Huntington Investment Company serves individuals, charitable organizations, and business entities with advisory and brokerage services through multiple wrap-fee programs on the Envestnet MAS platform. Its open-architecture investment approach combines third-party sub-managers and proprietary models, with portfolio management and custodial services provided via National Financial Services.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Christopher B

Series 63, Series 65

Cincinnati, OH

The huntington Investment company

Christopher Brison is a financial advisor with The Huntington Investment Company in Cincinnati, OH. He holds the Series 63 and Series 65 credentials and has nine years of industry experience. Prior to joining Huntington, he worked at Raymond James Financial Services and First Financial Bank. Outside of his advisory role, Brison serves as a college football official and is on the boards of Welcome House, Inc. and the Walton Fire Protection District. The Huntington Investment Company serves individuals, charitable organizations, corporations, and other business entities with advisory and brokerage services using an open-architecture investment model that includes proprietary Private Bank strategies and third-party portfolio management options.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
user avatar

Larry W

CFP®, Series 63, Series 66

Cincinnati, OH

The huntington Investment company

Larry Weber is a CFP® professional with 27 years of experience in the financial industry. He has been with The Huntington Investment Company in Cincinnati, OH, since 2015. The Huntington Investment Company, operating as Huntington Financial Advisors, provides advisory and brokerage services to individuals, including high-net-worth clients, charitable organizations, and corporations. The firm employs an open-architecture investment model incorporating third-party sub-managers and proprietary Private Bank strategies, with multiple wrap-fee program options available.

ESG / Sustainable investing Active portfolio management Tax-loss harvesting
View complete list of advisors at this office
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