Hunter Street Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hunter Street provides investment advice and planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and other business entities, offering discretionary portfolio management, financial planning and retirement‑plan consulting. The firm also works with clients on tax coordination and fiduciary services as part of its broader advisory offering.
Accounts are typically managed on a discretionary basis and individualized through asset‑allocation strategies that use equities, ETFs, mutual funds, fixed income and derivative instruments; the firm monitors portfolios continuously and rebalances as client circumstances or market conditions change. Its stated investment toolkit explicitly includes option trading (both covered and uncovered), margin strategies and short‑term trading, alongside manager due diligence and tactical allocation informed by staff experience in futures, options and private‑market investing.
Noteworthy features relative to many peers include an affiliated tax advisory business owned by a firm representative who devotes a substantial portion of his time to that firm (a disclosed potential conflict of interest), and use of a third‑party platform to monitor and rebalance held‑away employer retirement accounts without custodial access. The firm also discloses receipt of research and brokerage‑related services through its custodian, does not vote client proxies, and operates with a multi‑credentialed advisory team.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.10% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.90%
$150 per hour for additional financial planning work
Fee-only: Financial Planning Program $1,800 annually; Hourly fees $150 per hour
Main office
56 Hunter Street, Suite 210
Apex NC 27502
Advisors at this office
7
Most active in
Illinois · New York · North Carolina
Also doing business as
Command Capital Management · Command Capital Management L.L.C. · Command Capital Management LLC · Command Capital Management LLC. · Hunter Street Investment Advisors LLC · Malfeo Joseph Anthony
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
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