Brian Huckstep
Huckstep Asset Management · Oak Park, Illinois
Brian Huckstep is a fee-only financial advisor at Huckstep Asset Management in Oak Park, Illinois, who holds the CFA credential. Huckstep Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Huckstep Asset Management |
|---|---|
| Based in | Oak Park, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.3M across 57 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IL · CRD 7246750 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.huckstepassetmanagement.com |
How Brian's firm compares
- Huckstep Asset Management's average account is about $180,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Brian
Is Brian Huckstep a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Huckstep Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Huckstep Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Huckstep based?
Brian Huckstep is based in Oak Park, Illinois.
What credentials does Brian Huckstep hold?
Brian Huckstep holds the CFA credential.
Is Brian Huckstep registered with the SEC?
Yes. Brian Huckstep is registered as an investment adviser representative in IL (CRD 7246750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Huckstep Asset Management manage?
Huckstep Asset Management reports $10.3M across 57 accounts in assets under management.
How do I contact Brian Huckstep?
Through Brian's website, www.huckstepassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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