Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Minimum Annual Fee:$1,500

Huntington Financial Advisors offers various wrap fee programs with fees based on a percentage of your assets under management. The specific percentage varies depending on the program you choose (PWC, RPM, GPS Premier, GPS Total, GPS Select, GPS Foundations, GPS Wrap Strategists) and the amount of assets in your account. Each program has its own fee schedule. Some programs also have additional manager fees. Minimum investment amounts vary by program, ranging from $10,000 to $1,000,000.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

Home Office Osj - Easton, 7 Easton Oval, Columbus, OH, 43219

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Adam owns Agent Lundy Cards, a retail business selling trading cards through live streams. This activity takes about a quarter of his time and is not investment-related.

Employment History
Current Registrations
The Huntington Investment Company
August 2023 - Present · 2 yrs 5 mos
The Huntington Investment Company Broker
August 2023 - Present · 2 yrs 5 mos
Huntington Financial Advisors
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
U.S. Bancorp Investments, INC.
January 2022 - August 2023 · 1 yr 7 mos
U.S. Bancorp Investments, INC. Broker
January 2022 - August 2023 · 1 yr 7 mos
Huntington Financial Advisors
November 2017 - January 2022 · 4 yrs 2 mos
The Huntington Investment Company Broker
February 2017 - January 2022 · 4 yrs 11 mos
J.P. Morgan Securities LLC Broker
March 2016 - February 2017 · 11 mos
State Registrations1 state
OH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.