Salem, OH Office

Team
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Hunter Associates LLC

Team

Firm-wide stats for Hunter Associates LLC

Total advisors

17

Across 3 offices

Clients per advisor

70 High

Avg AUM per client

$1,021,641 Typical

HNW client ratio

22% Low

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.

Based on Hunter Associates LLC

Expertise

Options & derivatives strategies Wealth management

Based on Hunter Associates LLC

Location

120 W. Second Street

Salem OH 44460

Advisors at this office

5

Advisors at this office

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
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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
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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
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Robert M

CFP®, Series 63, Series 65

Salem, OH

Hunter Associates LLC

Robert Mcculloch III is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Hunter Associates LLC and Hunter Private Capital Advisors, LLC. In addition to his advisory work, he acts as an independent insurance agent, selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates LLC is an SEC-registered, multi-advisor firm managing approximately $1.2 billion in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles, employing a range of portfolio management strategies including long- and short-term equity, option writing, and a manager-of-managers program.

Options & derivatives strategies Wealth management
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Nathan G

CFP®, Series 66

Salem, OH

Hunter Associates LLC

Nathan Garofalo is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and three years of industry experience. Prior to joining Hunter Associates in 2022, he worked at Libb Company, Premier Bank, Motto Mortgage, and Robertson Heating Supply. Outside of his advisory role, he works as a line cook at Mary’s Pizza on weekends. Hunter Associates is a multi-advisor SEC-registered 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 build portfolios and offers discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
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