Hunter Capital Management
Registered investment adviser · Lombard, IL · CRD #309050
Form ADV data as of 2026-09-01Regulatory assets
$1.09 billion
Total accounts
537
Employees
12
Disclosure events
0
Firm details
- Website: http://hunterfunds.com
- Telephone: 312-341-9727
- SEC file number: 801-118729
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $742.6 million |
| Non-discretionary regulatory assets under management | $346.5 million |
| Total regulatory assets under management | $1.09 billion |
| Discretionary accounts | 210 |
| Non-discretionary accounts | 327 |
| Total accounts | 537 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 12 |
| Employees performing investment advisory functions (including research) | 8 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 3 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Other business activities
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| High net worth individuals | 485 | $751.0 million |
| Investment companies | 2 | $2.9 million |
| Pooled investment vehicles (other than investment companies and BDCs) | 2 | $85.6 million |
| Pension and profit sharing plans (not the participants or government plans) | 4 | $1.4 million |
| Charitable organizations | 19 | $90.8 million |
| State or municipal government entities (including government pension plans) | 5 | $55.4 million |
| Corporations or other businesses not listed above | 20 | $102.0 million |