AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Illinois / Chicago / Hunter Capital Management

Hunter Capital Management

Lombard, ILSEC-registered investment adviserCRD 309050

Filed as HUNTER CAPITAL MANAGEMENT · Legal name Hunter Perkins Capital Management, LLC

Hunter Capital Management is an SEC-registered investment advisory firm in Lombard, IL, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

6 years
registered since 2020
$1,089,104,294
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Hunter Capital Management compensated?

On its Form ADV (Item 5.E, October 2026), Hunter Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Hunter Capital Management located?

Hunter Capital Management's principal office is in Lombard, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is Hunter Capital Management registered with the SEC or a state?

Hunter Capital Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309050.

How much does Hunter Capital Management manage?

Hunter Capital Management reports $1,089,104,294 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (68% discretionary).

How have Hunter Capital Management's assets and staff changed since 2021?

In the Form ADV data for Hunter Capital Management: Regulatory assets under management: $801,395,051 in the October 2021 data and $1,089,104,294 in the October 2026 data, up 36%. Total employees: 5 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Hunter Capital Management serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (485); corporations or other businesses not listed above (20); charitable organizations (19).

Does Hunter Capital 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/309050

Does Hunter Capital Management state an account minimum?

Its Form ADV Part 2A brochure dated March 31, 2026 says: "Accounts generally must have a minimum of $25,000."

What changed in Hunter Capital Management's recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 5 to 8.

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
  • Performance-based fees

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 2A

Account minimum: $25,000

The brochure's wording
Accounts generally must have a minimum of $25,000.

As stated in the firm's Form ADV Part 2A brochure dated March 31, 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
$1,089,104,294

$1,089,104,294 as of October 2026, filing dated March 31, 2026.

Discretionary: $742,631,424.Non-discretionary: $346,472,870.

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.D
High net worth individuals
Clients 485 Assets $750,965,228 (69%)
Investment companies
Clients 2 Assets $2,883,539 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 2 Assets $85,620,016 (8%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 4 Assets $1,410,057 (0%)
Charitable organizations
Clients 19 Assets $90,770,013 (8%)
State or municipal government entities (including government pension plans)
Clients 5 Assets $55,415,381 (5%)
Corporations or other businesses not listed above
Clients 20 Assets $102,040,060 (9%)

A 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
  • Portfolio management for investment companies (and business development companies)
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Legal name
Hunter Perkins Capital Management, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2020 (6 years)
Employees
Total: 12. Performing investment advisory functions: 8.
Wrap fee program participation
Yes.
Other offices (Schedule D, Section 1.F)
1 other office, as of the April 2026 filing
San Francisco, CA
States registered or notice-filed
13 states or jurisdictions
AZCACOCTFLGAILKSMAMIMOTXVA

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None 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

Assets and staff over time

Items 5.A, 5.F
$801M 2021 $940M 2022 $850M 2023 $890M 2024 $1.02B 2025 $1.09B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,089,104,29412March 31, 2026
October 2025$1,020,776,49710March 28, 2025
October 2024$890,203,7038March 28, 2024
October 2023$850,178,5428March 21, 2023
October 2022$940,039,5698March 29, 2022
October 2021$801,395,0515September 27, 2021

Regulatory assets under management: $801,395,051 in the October 2021 data and $1,089,104,294 in the October 2026 data, up 36%.

Total employees: 5 in October 2021 and 12 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 5 to 8.

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.I
huntercapitalmanagement.comhunterfunds.com

Source: 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. Hunter Capital Management (CRD 309050): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/hunter-capital-management-lombard-il-309050