Hunter Investment Services LLC

Overview

Hunter Investment Services LLC is an independent, owner-operated registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small institutions. The firm charges a mix of percentage-of-AUM, hourly and fixed fees, which suggests a blend of ongoing portfolio management and project-based planning work. Hunter Investment Services does not position itself as a capital allocator; instead it uses third-party managers and packaged products to build client portfolios. The firm is not an active ESG investor and is not registered as a multi-state adviser, and it lists an insurance company among its industry affiliations. Investment emphasis leans toward public equities as the core allocation while supplementing client portfolios with mutual funds, annuities and targeted alternative exposures. The business model and fee mix indicate a strong planning-first approach for a relatively small, affluent client base rather than a scale-driven institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices