Hunter Street Investment Advisors LLC logo

Hunter Street Investment Advisors LLC

Updated today

Client AUM

$166,377,939

Clients

352

Advisors

7

of 8 employees

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

Financial planning Portfolio management 3rd party tax preparation

Expertise

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive University Employee Self-Employed

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

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Fee options

Percentage

$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%

Project-based

$150 per hour for additional financial planning work

Other

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

Advisors at this firm

user avatar

Joseph M

CFP®, ChFC®, Series 63, Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Joseph Malfeo is a CFP® and ChFC® with 20 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has worked at Command Capital Management LLC since 2007. Malfeo’s prior business activities included serving as registered agent and income tax filer for several real estate investment entities, though he no longer holds those roles. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs diverse investment strategies incorporating fundamental, technical, and cyclical analysis, and combines institutional and alternative-markets experience among its team.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Daniel C

Series 66

Apex, NC

Hunter Street Investment Advisors LLC

Daniel Conklin is a financial advisor at Hunter Street Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2023. Hunter Street serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs multiple analytical methods and a variety of investment strategies, combining institutional and alternative-markets experience with credentialed specialists.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Matthew M

Series 63, Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Matthew Maiers is a financial advisor at Hunter Street Investment Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and Hobart Private Capital. Outside of his advisory role, he serves on the finance committee of the nonprofit organization Knights of Columbus. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, and charitable organizations, offering services such as discretionary portfolio management, financial planning, and retirement-plan consulting. The firm employs a varied investment approach that includes equities, ETFs, mutual funds, fixed income, derivatives, and option trading, with continuous portfolio monitoring and tactical allocation.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Michael O

Series 63, Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Michael O'Rourke is a financial advisor at Hunter Street Investment Advisors LLC with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Hunter Street since 2021, alongside previous roles at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, he serves as a volunteer estate executor. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, using a range of asset-allocation strategies and investment tools including equities, ETFs, mutual funds, fixed income, and derivatives.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Charles L

CFA®, Series 65, Series 63

Apex, NC

Hunter Street Investment Advisors LLC

Charles Leedy is a CFA® charterholder with 12 years of industry experience. He has worked at Hunter Street Investment Advisors LLC since 2023 and previously spent eight years at Novant Asset Management. He holds Series 65 and Series 63 licenses. Hunter Street Investment Advisors provides investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning, employing asset-allocation strategies that include equities, ETFs, fixed income, options, and derivative instruments, with continuous monitoring and rebalancing tailored to client needs.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Kevin C

Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Kevin Cochran is a financial advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Verity Asset Management and Raleigh Wealth Solutions. Outside of his advisory role, Mr. Cochran occasionally teaches pickleball private lessons and clinics. Hunter Street Investment Advisors serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and combines institutional and alternative-markets experience across its team.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

George N

Series 65

Apex, NC

Hunter Street Investment Advisors LLC

George Nowack is a financial advisor at Hunter Street Investment Advisors LLC with 13 years of industry experience. He holds a Series 65 designation and previously worked at Lenger Capital, Inc. for six years. He has also been employed by the U.S. Treasury Department's Internal Revenue Service since 2010. Hunter Street Investment Advisors offers investment advice and planning to individuals, retirement plans, trusts, estates, charitable organizations, and other business entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting, employing asset-allocation strategies that incorporate equities, ETFs, mutual funds, fixed income, derivative instruments, and option trading.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
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