Hunter Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$750,965,228
Clients
485
Advisors
7
of 12 employees
About
Hunter Capital Management is an SEC‑registered investment adviser with roughly $1.09 billion in total assets under advisement and a seven‑advisor team that serves individuals, retirement plans, trusts, estates, charitable organizations, corporations and investment companies. The firm provides discretionary portfolio management through sponsored pooled vehicles and private funds, a registered mutual fund for which it serves as adviser, and limited non‑discretionary investment advice for client accounts maintained at Schwab.
HCM’s offerings include a mix of separately managed strategies and pooled vehicles: the firm sponsors a wrap fee program, manages privately offered funds (one Subadvised Fund allocates a portion of its assets to commodity interests via a subadviser), and acts as adviser to a registered mutual fund. Its disclosure materials state that HCM may act as general partner or manager of private funds, determine valuations for fund assets, and receive management and performance‑based fees, while client advisory accounts generally receive client‑directed, limited advice.
Compared with many team firms, HCM combines a relatively large asset base per advisor with formal fund‑sponsoring and syndication activities rather than focusing only on individual portfolio management. The brochure also emphasizes the principals’ prior fund management experience and the firm’s use of commodity allocations in at least one private vehicle, and it discloses potential conflicts tied to valuation authority, performance fees, and recommending the firm‑advised mutual fund to clients.
Client services
Expertise
Occupation focus
Fee options
Performance-based fees are charged for Private Funds as described in their Offering Documents; typically a management fee based on net asset value plus potential performance fees; the firm may receive a share of performance fees from subadvised funds.
Account minimum: $25,000
Main office
377 E. Butterfield Road, Suite 220
Lombard IL 60148
Advisors at this office
7
Most active in
Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Kansas · Massachusetts · Michigan · Missouri · Texas · Virginia
Also doing business as
Hunter Capital Management · Hunter Capital Management, LLC · Hunter Perkins Capital Management, LLC
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:
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)