Zuckerman Investment Group
Chicago, IL·SEC-registered · CRD #137785
Zuckerman Investment Group is an SEC-registered investment advisory firm in Chicago, IL managing $2.2B across 1.5k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.2B
Client accounts
1.5k
Advisory staff
6
Fee model
Fee-only
How Zuckerman Investment Group is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Zuckerman Investment Group
How much does Zuckerman Investment Group manage?
Per its most recent SEC Form ADV filing (03/30/2026), Zuckerman Investment Group reports $2.2B in regulatory assets under management across roughly 1.5k client accounts.
How does Zuckerman Investment Group charge?
Zuckerman Investment Group is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Zuckerman Investment Group a fiduciary?
Yes. Zuckerman Investment Group is registered with the U.S. Securities and Exchange Commission (CRD #137785), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Zuckerman Investment Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Zuckerman Investment Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Zuckerman Investment Group's public SEC Form ADV filing (CRD #137785, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Zuckerman Investment Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Zuckerman Investment Group? Claim this profile.