# HUBER FINANCIAL ADVISORS, LLC

HUBER FINANCIAL ADVISORS, LLC of LINCOLNSHIRE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 153747
- Type: SEC-registered investment adviser
- SEC file number: 801-71465
- Location: 475 HALF DAY ROAD, SUITE 210, LINCOLNSHIRE, IL, 60069
- Phone: 847-541-6888
- Latest filing: 2020-06-25
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $32.3M
- Clients: 25
- Accounts: 4,209

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| HUBER DAVID JOSEPH | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT | — |
| MORRISON ROBERT EARL | PRESIDENT | — |
| DOYLE PETER | CHIEF COMPLIANCE OFFICER; WEALTH ADVISOR | — |
| HUBER JOSEPH ROBERT | CHIEF INVESTMENT OFFICER | — |
| BAER MARGARET | CHIEF COMPLIANCE OFFICER | — |
| WITT ROBERT JAMES | WEALTH ADVISOR | — |
| CRUICKSHANK EDWARD HUNTER | WEALTH ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153747/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153747/similar
- Related entities: https://search.stillhousedata.com/firm/153747/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153747

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.