AdvisorCensus / Financial advisors / California / San Francisco / Hunt Wealth Management
Hunt Wealth Management
Filed as HUNT WEALTH MANAGEMENT · Legal name Hunt Wealth Management Group, Inc.
Hunt Wealth Management is an SEC-registered investment advisory firm in Concord, CA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 23, 2026.
Quick answers
From the filingHow is Hunt Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Hunt Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is Hunt Wealth Management located?
Hunt Wealth Management's principal office is in Concord, CA, according to its Form ADV.
Is Hunt Wealth Management registered with the SEC or a state?
Hunt Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 288892.
How much does Hunt Wealth Management manage?
Hunt Wealth Management reports $110,000,000 in regulatory assets under management in its Form ADV filing dated April 23, 2026 (100% discretionary).
What types of clients does Hunt Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (155); high net worth individuals (30).
Does Hunt Wealth Management report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/288892
Does Hunt Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated April 23, 2026 says: "There are no restrictions on account size to open an account, and no minimum balance to maintain once an account is opened."
What changed in Hunt Wealth Management's recent Form ADV filings?
In the May 2026 filing data: Newly registered with the SEC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
There are no restrictions on account size to open an account, and no minimum balance to maintain once an account is opened.
As stated in the firm's Form ADV Part 2A brochure dated April 23, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$110,000,000 as of October 2026, filing dated April 23, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Hunt Wealth Management Group, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- May 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Hunt Wealth Management (CRD 288892): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hunt-wealth-management-concord-ca-288892