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ZUCKERMAN INVESTMENT GROUP
Legal name: ZUCKERMAN INVESTMENT GROUP, LLC
CRD 137785File 801-65050
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.17B
Top 25% of cohort (national)
Discretionary AUM
$2.12B
Non-discretionary $49.0M
Clients
439
1,463 accounts
Employees
15
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2006
- Principal office
- 155 NORTH WACKER DRIVE, SUITE 1700, CHICAGO, IL, 60606
- Phone
- 312-948-8000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.17B
- Discretionary AUM
- $2.12B
- Non-discretionary AUM
- $49.0M
- Discretionary accounts
- 1,434
- Non-discretionary accounts
- 29
- Total accounts
- 1,463
- AUM per client
- $4.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $8.7M |
| Charitable organizations | Fewer than 5 | $15.7M |
| High net worth individuals | 266 | $1.99B |
| Pooled investment vehicles | 14 | $86.3M |
| Pension and profit sharing plans | Fewer than 5 | $4.0M |
| Individuals (other than high net worth individuals) | 159 | $64.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.