HUNTER VALUE CAPITAL LLC

Overview

Hunter Value Capital LLC is a small, independent registered investment adviser that serves individual and family clients with a mix of financial planning and discretionary portfolio management. The firm leans heavily into publicly traded equities as its primary allocation, but maintains the flexibility to use mutual funds and a range of alternative strategies to complement core equity exposure. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project-based planning work. The firm’s trading and custody choices suggest an active, execution-oriented approach to equities — Interactive Brokers points to direct market access and potential for higher-frequency or tactical trading, while Charles Schwab provides a custodial platform suited to long-term model management and retail-friendly reporting. Hunter Value Capital positions itself to manage concentrated equity exposures for a small client base while layering alternatives for diversification and income.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices