SE Hunt Capital, LLC

RIASEC Registered
Total AUM
$1.6M
Discretionary
$1.6M
100% of AUM
Avg account
$221K
Accounts
7
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 95%, Cash & Cash Equivalents 5%95%
  • Exchange Traded Equities95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Stephen Hunt

    Founder and CCOCRD 4290311

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

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth