Hunter Capital Management Inc.

RIASEC Registered
Total AUM
$60M
Discretionary
$58M
97% of AUM
Avg account
$1M
Accounts
59
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
116323
Fee structure
Percentage of AUM
Client types
  • HNWI91.67%
  • Individuals8.33%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Hunter Capital Management Inc. is a small, privately owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and runs predominantly discretionary equity portfolios. Investment activity centers on exchange-traded securities — both individual equities and ETFs — with supplemental exposure through mutual funds and select third‑party real estate allocations. Hunter Capital Management Inc. does not identify as an active ESG investor and operates under a single‑office, individual-owner structure. The firm’s classification is unclassified and it does not act as a capital allocator or pension consultant. Its client base is individual and family households, with an emphasis on tailored equity management delivered through separately managed account (SMA) structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Calvin Hunter

    PresidentCRD 3135727

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth