SE Hunt Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 336201
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.77%
- Individuals3.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
SE Hunt Capital, LLC is a small independent registered investment adviser focused on serving individual and family clients with fee-based portfolio management and financial planning. The firm’s stated advisory activities emphasize direct portfolio management for individuals and small businesses, financial planning and the selection of other advisers when clients require capabilities beyond the core team. SE Hunt Capital implements a straightforward, equity‑focused approach: exchange‑traded equities are the primary building block of client portfolios and the firm lists a preference for equities rather than fixed income or cash-heavy allocations. The firm is not identified as an active ESG investor and operates as a single-state adviser under individual ownership. Fee billing is on a percentage-of-AUM basis, and discretionary authority covers the firm’s reported assets. Given the boutique scale and client base, the firm appears to target hands-on relationships with a small number of household clients rather than a mass-market or institutional strategy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1Stephen Hunt
Founder and CCOCRD 4290311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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