RIA Intel›Advisers›Nevada›HERRINGTON INVESTMENT SOLUTIONS, INC.

HERRINGTON INVESTMENT SOLUTIONS, INC.

Advisory

NV

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$697K

across 8 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, NV, OH, PA

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

8 clients

6 high-net-worth

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

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Advisers of similar size in NV

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

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PLC INVESTMENT SOLUTIONS, LLC

$6M

SECONDWIND ASSET MANAGEMENT LLC

$6M

FED ADVISORS, INC

$6M

THE AMERICAN LEGACY CAPITAL GROUP, L.L.C.

$6M

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