HUNTER STREET INVESTMENT ADVISORS LLC

RIASEC RegisteredEst. 2025
Total AUM
$166M
Discretionary
$166M
100% of AUM
Avg account
$187K
Accounts
889
Employees
8
Advisory reps
8

Firm details

Headquarters
APEX, North Carolina
CRD number
145334
Registered since
February 5, 2025
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals82.22%
  • HNWI17.78%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hunter Street Investment Advisors LLC is an independent, individually owned registered investment adviser that focuses on serving individuals, families and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients both a percentage of assets under management and hourly fees. Filings indicate the adviser does not position itself as a capital allocator, is not an active ESG investor, and operates without related-adviser structures. The firm’s regulatory filing shows SEC registration in 2025 and it operates as a single-state, single-office adviser rather than a multi-state platform. Service delivery appears centered on traditional wealth management for private clients rather than institutional consulting or pension work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

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

Owners & executives

1 of 1
  • CHARLES LEEDY

    Chief Investment OfficerCRD 1012440

Contacts

3 of 7
  • JOSEPH MALFEO

    President, Investment AdvisorCRD 3031535

  • Daniel Conklin

    Investment AdvisorCRD 6556201

  • GEORGE NOWACK

    Investment AdvisorCRD 5862120

Unlock 4 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

APEX, NC

WAKE

Location

APEX, NC

Headquartered in APEX, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.

Metro area
Raleigh-Durham-Cary, NC
Region
South
County
WAKE
Address
56 Hunter St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth