A complete list of active advisors currently associated with Hunter Capital Management

Warmer can help you find a great advisor at Hunter Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hunter Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

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