Herndon Investment Management, LLC

Overview

Herndon Investment Management, LLC is a small, equity-focused registered investment adviser serving individual and family clients and small businesses. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management as its primary advisory activity. Its filings show a clear preference for exchange-traded equities as the center of its allocation strategy, and the firm manages assets through separately managed account structures rather than large pooled vehicles. The adviser is structured as a limited liability company and is owned by an individual. Herndon Investment Management emphasizes liquid, publicly traded instruments and appears to build portfolios around equity exposure while tailoring accounts to individual client needs. The adviser is not flagged as an active ESG investor and does not operate as a multistate or pension consultant adviser in its reported profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices