Hunter Associates LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,218,817,131
Clients
1,193
Advisors
17
across 3 offices
About
Hunter Associates serves a mix of individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and corporate clients, and it also acts for pooled investment vehicles and private funds. The firm offers portfolio management (discretionary and non‑discretionary), financial planning, consulting, a manager‑of‑managers program, and historically sponsored a wrap fee program (“Hunter Portfolio Series”) that is not open to new investors.
Advisory relationships begin with a written investment policy statement developed through client discussions, and investment decisions are informed by fundamental, quantitative, and qualitative analysis across long‑ and short‑term strategies (including use of options and hedging where appropriate). Hunter Associates reports managing roughly $1.34 billion in discretionary assets, monitors accounts at least quarterly, and may allocate portions of client portfolios to selected outside managers which it regularly reviews.
Uncommonly for multi‑team firms, Hunter Associates is also a registered broker‑dealer (FINRA member) and conducts insurance agency activity, and several personnel are separately licensed as registered representatives or insurance agents—arrangements the firm discloses as potential conflicts of interest. Through affiliates (Hunter Private Capital Advisors and Hunter Private Capital I, LLC) the firm advises and manages private funds and pooled vehicles, discloses fund‑sponsor and syndication roles, and notes custody arrangements and audited financial statement procedures for those funds.
Client services
Expertise
Fee options
May charge flat fees for financial planning and consulting services; fees are agreed upon prior to contract.
$0.01 - $1,000,000.00: 0.95% annually $1,000,000.01 - $5,000,000.00: 0.75% annually $5,000,000.01+: 0.60% annually
Separate commission compensation possible through broker-dealer services of the firm for securities and insurance products.
Account minimum: $100,000
Main office
See office436 Seventh Avenue, Koppers Building, Fifth Floor
Pittsburgh PA 15219-1818
Advisors at this office
11
Offices (3)
Most active in
Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin
Also doing business as
Hunter Associates Investment Management LLC · Hunter Associates LLC · Hunter Associates, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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