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AdvisorCensus / Financial advisors / Illinois / Chicago / Huckstep Asset Management, LLC

Huckstep Asset Management, LLC

Oak Park, ILState-registered investment adviserCRD 308437

Filed as HUCKSTEP ASSET MANAGEMENT, LLC

Public record (IAPD)

Huckstep Asset Management, LLC is a state-registered investment advisory firm in Oak Park, IL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.

6 years
registered since 2020
$10,264,620
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Huckstep Asset Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Huckstep Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Huckstep Asset Management, LLC located?

Huckstep Asset Management, LLC's principal office is in Oak Park, IL, according to its Form ADV.

Is Huckstep Asset Management, LLC registered with the SEC or a state?

Huckstep Asset Management, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308437.

How much does Huckstep Asset Management, LLC manage?

Huckstep Asset Management, LLC reports $10,264,620 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (57% discretionary).

What types of clients does Huckstep Asset Management, LLC serve?

By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

Does Huckstep Asset Management, LLC report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308437

What changed in Huckstep Asset Management, LLC's recent Form ADV filings?

In the October 2026 filing data: Regulatory assets under management went from $267,350 to $10,264,620 (+3739%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Regulatory assets under management

Item 5.F
$10,264,620

$10,264,620 as of October 2026, filing dated September 15, 2026.

Discretionary: $5,865,894.Non-discretionary: $4,398,726.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 26 Assets $10,264,620 (100%)
High net worth individuals
Clients Fewer than 5 Assets Not reported
Banking or thrift institutions
Clients Fewer than 5 Assets Not reported
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients Fewer than 5 Assets Not reported
Charitable organizations
Clients Fewer than 5 Assets Not reported
State or municipal government entities (including government pension plans)
Clients Fewer than 5 Assets Not reported
Other investment advisers
Clients Fewer than 5 Assets Not reported
Insurance companies
Clients Fewer than 5 Assets Not reported
Sovereign wealth funds and foreign official institutions
Clients Fewer than 5 Assets Not reported
Corporations or other businesses not listed above
Clients Fewer than 5 Assets Not reported
Other
Clients Fewer than 5 Assets Not reported

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients

Registration and firm details

Items 1, 2, 5
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2020 (6 years)
Employees
Total: 1. Performing investment advisory functions: 1.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
IL

State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Changes in the filing

Last 12 months
  1. October 2026
    • Regulatory assets under management went from $267,350 to $10,264,620 (+3739%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
huckstepassetmanagement.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Huckstep Asset Management, LLC (CRD 308437): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/huckstep-asset-management-llc-oak-park-il-308437