HERNDON INVESTMENT MANAGEMENT, LLC

HERNDON INVESTMENT MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 309564). Regulatory assets under management: $37.7M.

Registration

• CRD: 309564
• Type: Registered investment adviser
• Phone: 317-443-8042
• Latest filing: 2026-01-25
• Regulatory AUM: $37.7M
• Discretionary AUM: $37.7M
• Clients: 1
• Accounts: 58

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309564 on SEC IAPD (source of record)
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