Firm profile

ZUCKERMAN INVESTMENT GROUP

CHICAGO, ILCRD 137785Latest ADV March 30, 2026

Zuckerman Investment Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated March 30, 2026, reports $2.2B in regulatory assets under management, 15 employees, and 1,463 accounts.

Assets Under Management
$2.2B
Employees
15
Offices
--
Total Clients
439
Primary office
CHICAGO, IL
155 NORTH WACKER DRIVE, SUITE 1700, CHICAGO, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODaniel R. Zuckerman
CCODaniel R. Zuckerman

Advisory services offered

5 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 60.6% of total clients.
Top client categories% of clientsClients
1
HNWI
60.6%
266
2
Individuals
36.2%
159
3
Pooled Investment Vehicles
3.2%
14
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$2.2Bas of March 30, 2026
Discretionary97.7%
$2.1B
98% of total RAUM97.7%
Non-discretionary2.3%
$49M
2% of total RAUM2.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$2.2B
Total Accounts1,463
10Y AUM Change+$1.3B (+161.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee29:1
10Y Employee Change+2 (+15.4%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.