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Hunter Associates LLC

Updated today

Client AUM

$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

Financial planning Portfolio management Selection of other advisers Manager of managers

Expertise

Options & derivatives strategies Wealth management

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Fee options

Fixed

May charge flat fees for financial planning and consulting services; fees are agreed upon prior to contract.

Percentage

$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

Commissions

Separate commission compensation possible through broker-dealer services of the firm for securities and insurance products.

Other

Account minimum: $100,000

Main office

See office

436 Seventh Avenue, Koppers Building, Fifth Floor

Pittsburgh PA 15219-1818

Advisors at this office

11

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

Advisors at this firm

user avatar

Trevor D

Series 66

Pittsburgh, PA

Hunter Associates LLC

Trevor Day is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation with five years of industry experience. His prior work includes roles at 84 Lumber and Hefren-Tillotsen. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, providing portfolio management, financial planning, consulting, and a manager-of-managers program. The firm employs fundamental, quantitative, and qualitative analysis across various strategies and manages approximately $1.34 billion in discretionary assets.

Options & derivatives strategies Wealth management
user avatar

Erica S

CFP®, Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Erica Snyder is a CFP® professional with 27 years of industry experience, currently with Hunter Associates LLC. She has worked at Hunter Associates, Inc. since 2003 and at Hunter Private Capital Advisors, LLC since 2024. In addition to her advisory role, she is an independent insurance agent involved in the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Jodi P

Series 66

Salem, OH

Hunter Associates LLC

Jodi Powers is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and 21 years of industry experience. She has been with Hunter Associates since 2011. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Douglas F

CFP®, Series 66

Pittsburgh, PA

Hunter Associates LLC

Douglas Finley is a CFP® with nine years of industry experience and has been with Hunter Associates LLC since 2016. He is based in Pittsburgh, PA, and also performs as a musician at various local venues outside of his advisory role. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through long- and short-term equity strategies, option writing, and a manager-of-managers program tailored to each client’s investment policy.

Options & derivatives strategies Wealth management
user avatar

John L

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

John Lynch is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 designations with 39 years of industry experience. He has been with Hunter Associates since 1999. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients with portfolio management, financial planning, and consulting services. The firm uses a combination of fundamental, quantitative, and qualitative analysis to develop investment strategies and manages approximately $1.34 billion in discretionary assets.

Options & derivatives strategies Wealth management
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Pieter V

CFA®, Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Pieter Van De Keer is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Hunter Associates LLC. His prior roles include positions at Hunter Private Capital Advisors, Commonwealth Financial Network, Great Scott Financial, Vicus Capital, Inc., and BNP Paribas Fortis. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion and serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through various strategies and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Options & derivatives strategies Wealth management
user avatar

Daniel S

Series 66

Salem, OH

Hunter Associates LLC

Daniel Scarpitti is a financial advisor at Hunter Associates LLC with 14 years of industry experience. He holds a Series 66 designation and has been with Hunter Associates since 2012. Outside of his advisory role, he works as an independent insurance agent selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates serves individual investors across wealth levels, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of investment strategies informed by fundamental, quantitative, and qualitative analysis, and manages approximately $1.34 billion in discretionary assets.

Options & derivatives strategies Wealth management
user avatar

John S

Series 63, Series 65

Salem, OH

Hunter Associates LLC

John Scarpitti is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding Series 63 and Series 65 licenses and 40 years of industry experience. He has been with Hunter Associates since 2011 and previously worked at Janney Montgomery Scott and Parker/Hunter Incorporated. Outside of advisory work, he is an independent insurance agent involved in the sale of life, health, annuity, and disability income insurance products. Hunter Associates serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm employs a range of portfolio management and consulting services guided by written investment policy statements and combines fundamental, quantitative, and qualitative analysis in its strategies.

Options & derivatives strategies Wealth management
user avatar

Barbara L

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Barbara Lovejoy is a financial advisor at Hunter Associates LLC with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hunter Associates since 2003. Additionally, she has been a CPA operating under her own name since 1991. Hunter Associates serves a diverse client base including individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers portfolio management, financial planning, and consulting services, employing a combination of fundamental, quantitative, and qualitative analysis in its investment approach.

Options & derivatives strategies Wealth management
user avatar

Robert D

CFA®, Series 66

Tampa, FL

Hunter Associates LLC

Robert Daniel Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hunter Associates LLC since 2014. He holds the Series 66 license and is based in Tampa, Florida. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Kenneth T

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Kenneth Thompson is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses with three years of industry experience. His previous roles include positions at JPMorgan Chase Bank, N.A., The Huntington National Bank, Bank of America, Merrill, and Citizens Bank. Outside of financial services, he has worked in various industries including logistics, retail, and food services. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients, offering portfolio management, financial planning, and consulting services. The firm employs a mix of fundamental, quantitative, and qualitative analysis in its investment approach and manages approximately $1.34 billion in discretionary assets.

Options & derivatives strategies Wealth management
user avatar

Christina N

Series 66

Pittsburgh, PA

Hunter Associates LLC

Christina Nassis is a financial advisor at Hunter Associates LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Duncan Financial Group. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers portfolio management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Patrick C

Series 66

Pittsburgh, PA

Hunter Associates LLC

Patrick Clark is a financial advisor at Hunter Associates LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Capital Advisors and Federated Investors. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Marissa B

Series 65, Series 66

Pittsburgh, PA

Hunter Associates LLC

Marissa Bougades is a financial advisor with Hunter Associates LLC in Pittsburgh, PA. She holds Series 65 and Series 66 licenses and has 11 years of industry experience, having been with Hunter Associates since 2016. Hunter Associates serves individual investors, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides portfolio management, financial planning, consulting, and a manager-of-managers program, using a combination of fundamental, quantitative, and qualitative analysis to inform investment decisions.

Options & derivatives strategies Wealth management
user avatar

John Michael M

CFP®, Series 66

Pittsburgh, PA

Hunter Associates LLC

John Michael Mc Culloch is a CFP® professional with seven years of industry experience. He has been with Hunter Associates LLC since 2018 and previously worked at Gramercy Consultants LLC from 2015 to 2018. Outside of advising, he creates educational content through his project "Glad You Asked" on YouTube and related platforms. Hunter Associates LLC is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, quantitative, and qualitative analysis to offer portfolio management, financial planning, and a manager-of-managers program tailored to client investment policies.

Options & derivatives strategies Wealth management
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