H
Hunter Capital Management Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,000,000
Clients
36
25% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
36
HighAverage account size
$1,666,667
About
Hunter Capital Management provides investment supervisory services to individuals, families, trusts, estates, foundations, and certain small business retirement plans and business entities. Portfolios are constructed using no‑load mutual funds, ETFs, closed‑end funds and individual equity and fixed‑income securities, with non‑discretionary reviews and short‑term hourly consultations available as alternatives to continuous management.
The firm describes a value‑oriented, buy‑and‑hold investment philosophy that combines fundamental and technical analysis, seeking securities that trade below intrinsic value while using growth, commodity and alternative funds as diversifiers. Client portfolios are tailored to objectives, time horizon and risk tolerance, with quarterly reports, market commentary and periodic reviews; most client assets are managed on a discretionary basis.
Noteworthy features relative to many independent peers include a relatively high assets‑per‑client profile—about $60 million in assets across 36 clients, with roughly $58 million discretionary—and an explicit preference for low‑cost, no‑load funds while avoiding soft‑dollar arrangements and third‑party compensation. The firm also does not vote client proxies as a matter of policy and documents its analysis and risk considerations in writing.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Fee options
$0+: 0.70% annually (Directly Managed Assets) $0+: 0.35% annually (Indirectly Managed Assets)
$50.00 per hour for general financial advice, portfolio reviews, asset allocation recommendations
Fee-only: 0.70% annually for directly managed assets; 0.35% annually for indirectly managed assets
Main office location
Hunter Capital Management Inc.
Alpine UT, United States
Number of offices
1
Most active in
Hunter Capital Management Inc. has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
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