HUNTINGTON FINANCIAL ADVISORS

Legal name: THE HUNTINGTON INVESTMENT COMPANY

CRD 16986File 801-58015

APPROVED

Retail clients

Disclosure events

Filing as of Aug 21, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$7.89B

Top 10% of cohort (national)

Discretionary AUM

$7.89B

Clients

42,398

42,399 accounts

Employees

520

Top 10% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Oct 6, 2000
Principal office: 41 S. HIGH STREET, COLUMBUS, OH, 43215
Phone: 800.322.4600
Website: HTTPS://WWW.HUNTINGTON.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.89B
Discretionary AUM: $7.89B
Non-discretionary AUM: $0
Discretionary accounts: 42,399
Non-discretionary accounts: 0
Total accounts: 42,399
AUM per client: $186K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	218	$96.1M
Charitable organizations	27	$12.5M
High net worth individuals	678	$1.09B
Individuals (other than high net worth individuals)	41,475	$6.70B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for businesses
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
Q11D1
Q11D5
Q11E2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	501	520	increased by19
Apr 1, 2026	Clients	37,298	42,398	increased by5,100
Apr 1, 2026	AUM	$6,344,121,382	$7,891,185,327	increased by$1,547,063,945
Apr 1, 2026	Accounts	37,298	42,399	increased by5,101
May 1, 2025 vs Oct 1, 2022	Employees	396	501	increased by105
May 1, 2025 vs Oct 1, 2022	Clients	23,803	37,298	increased by13,495
May 1, 2025 vs Oct 1, 2022	AUM	$4,766,857,565	$6,344,121,382	increased by$1,577,263,817
May 1, 2025 vs Oct 1, 2022	Accounts	26,788	37,298	increased by10,510
Apr 1, 2022	Employees	369	396	increased by27
Apr 1, 2022	Clients	20,521	23,803	increased by3,282
Apr 1, 2022	AUM	$3,560,088,731	$4,766,857,565	increased by$1,206,768,834
Apr 1, 2022	Accounts	20,521	26,788	increased by6,267
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 “HUNTINGTON FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUNTINGTON FINANCIAL” 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.