Huber, Cardono, Moring & Richter, L.P.

Overview

Huber, Cardono, Moring & Richter, L.P. is a small, fee-based wealth manager that serves individuals and families. The firm operates as a limited partnership and combines advisory work—portfolio management for individuals and small businesses—with broker-dealer registered representative and insurance brokerage activities. Their advisory model includes direct portfolio management and the selection of third‑party advisers, indicating a mix of in‑house discretionary management and manager-of-managers allocations. Investment emphasis is on publicly traded pooled vehicles and mutual funds as the core building blocks of client portfolios, supplemented by targeted allocations to alternative strategies. The firm does not position itself as an active ESG investor and it reports a single-state footprint rather than a multi-state advisory platform. Fees are charged as a percentage of assets under management.

Assets & Accounts

Investments & Alternatives

Location & Offices