A complete list of active advisors currently associated with SE Hunt Capital, LLC

Warmer can help you find a great advisor at SE Hunt Capital, LLC or one who fits your needs even better.

SE Hunt Capital is a state-registered independent investment adviser that provides discretionary investment management and integrated wealth-management and financial planning to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm implements portfolios using ETFs, individual stocks and bonds and may recommend low-cost mutual funds or Independent Managers for portions of client assets. The firm relies on fundamental analysis with a primarily long-term orientation while permitting shorter-term trades for rebalancing or client cash needs; portfolios are tailored to clients’ goals, risk tolerance and tax considerations. The sole advisor’s quantitative background and prior operations research experience inform the firm’s internal due diligence, portfolio construction, and ongoing monitoring processes. SE Hunt operates as a very small, recently established single-advisor practice that concentrates investment oversight, client contact and compliance responsibilities in one person and manages a limited number of discretionary client relationships. The firm maintains an institutional relationship with its custodian (providing software and systems support), does not accept proxy-voting responsibility, and does not charge performance-based fees.

To learn more about the advisors currently working at SE Hunt Capital, LLC, 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.