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HUNTLEIGH ADVISORS, INC.
CRD 113412File 801-62677
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$781.8M
Above cohort median (national)
Discretionary AUM
$772.1M
Non-discretionary $9.7M
Clients
1,838
1,838 accounts
Employees
55
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 22, 2004
- Principal office
- 7800 FORSYTH BLVD., 5TH FLOOR, ST. LOUIS, MO, 63105
- Phone
- 314-236-2400
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $781.8M
- Discretionary AUM
- $772.1M
- Non-discretionary AUM
- $9.7M
- Discretionary accounts
- 1,825
- Non-discretionary accounts
- 13
- Total accounts
- 1,838
- AUM per client
- $425K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 19 | $14.6M |
| Charitable organizations | 11 | $13.4M |
| High net worth individuals | 161 | $365.5M |
| Pension and profit sharing plans | 13 | $6.5M |
| Individuals (other than high net worth individuals) | 1,634 | $381.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SOLICITOR/THIRD PARTY MANAGER FEES
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,628 | 1,838 | increased by210 |
| Apr 1, 2026 | AUM | $626,466,687 | $781,786,950 | increased by$155,320,263 |
| Apr 1, 2026 | Accounts | 1,628 | 1,838 | increased by210 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 740 | 1,628 | increased by888 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $471,676,645 | $626,466,687 | increased by$154,790,042 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,284 | 1,628 | increased by344 |
| Apr 1, 2022 | Employees | 57 | 55 | decreased by2 |
| Apr 1, 2022 | Clients | 674 | 740 | increased by66 |
| Apr 1, 2022 | AUM | $394,635,419 | $471,676,645 | increased by$77,041,226 |
| Apr 1, 2022 | Accounts | 1,219 | 1,284 | increased by65 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUNTLEIGH ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUNTLEIGH ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.