RIA Intel›Advisers›Indiana›HERNDON INVESTMENT MANAGEMENT, LLC

HERNDON INVESTMENT MANAGEMENT, LLC

Advisory

IN

Data as of Jan 25, 2026 · Source: SEC Form ADV

Average account

$650K

across 58 accounts

AUM per adviser

$38M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 25, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients44

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

44 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

SCHACHT VALUE INVESTORS, LLC

$38M

RELEVANT FINANCIAL ADVISORS LLC

$39M

VALENTINE WEALTH MANAGEMENT LLC

$37M

GLENFINNEN CAPITAL LLC

$37M

UNIFIED INVESTMENT ADVISERS, INC.

INDIANAPOLIS, IN

$39M

O'DONNELL PORTFOLIO MANAGEMENT, INC.

$39M

Get the full picture on HERNDON INVESTMENT MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track HERNDON INVESTMENT MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans