Hunt Wealth Management

The firm provides discretionary investment management to individual clients, advising on allocations among stocks, bonds, exchange-traded funds, and cash to pursue clients’ stated goals and risk tolerances. It manages roughly $110 million for about 180 U.S. individual clients and indicates there are no account minimums to open or maintain.

Investment decisions are informed by macroeconomic analysis combined with current market performance, and portfolios are typically diversified across equities, bond holdings, and cash with an emphasis on infrequent trading to limit transaction costs. The firm charges percentage-of-assets fees, does not accept performance-based or product-sale compensation, does not participate in wrap fee programs, and incorporates financial planning as part of its ongoing advisory service rather than as a separately billed product.

Operational features that distinguish the firm include trading each client account individually rather than aggregating orders, allowing clients to select custodians with no firm incentives, and a policy of not voting client proxies while avoiding custody through written fee-authorization procedures. The brochure discloses past client settlement payments involving a firm principal in the early 2000s and notes a recent transition to SEC registration, both material items prospective clients may wish to review.