# Huckstep Asset Management, LLC

> 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.

- CRD: 308437
- Filed as: HUCKSTEP ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oak Park, IL
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308437
- AdvisorCensus page: https://advisorcensus.com/firm/huckstep-asset-management-llc-oak-park-il-308437

## Quick answers

**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

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

### Regulatory assets under management (Item 5.F)
- Total: $10,264,620
- Discretionary: $5,865,894
- Non-discretionary: $4,398,726

### Clients (Item 5.D)

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

### 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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- huckstepassetmanagement.com

## Changes in the filing (last 12 months)

### October 2026
- Regulatory assets under management went from $267,350 to $10,264,620 (+3739%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Huckstep Asset Management, LLC (CRD 308437): Form ADV filing data as of October 2026.