{
  "crd_number": 309050,
  "slug": "hunter-capital-management-lombard-il-309050",
  "primary_business_name": "HUNTER CAPITAL MANAGEMENT",
  "legal_name": "HUNTER PERKINS CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Lombard",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "16980",
  "metro": {
    "cbsa_code": "16980",
    "common_name": "Chicago",
    "msa_name": "Chicago-Naperville-Elgin, IL-IN",
    "path": "/advisors/il/chicago"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-05-15",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 1089104294.0,
  "raum_discretionary": 742631424.0,
  "raum_non_discretionary": 346472870.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 90770013.0,
      "count": 19
    },
    "state_municipal": {
      "raum": 55415381.0,
      "count": 5
    },
    "investment_companies": {
      "raum": 2883539.0,
      "count": 2
    },
    "pension_profit_sharing": {
      "raum": 1410057.0,
      "count": 4
    },
    "high_net_worth_individuals": {
      "raum": 750965228.0,
      "count": 485
    },
    "pooled_investment_vehicles": {
      "raum": 85620016.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 102040060.0,
      "count": 20
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "KS",
    "MA",
    "MI",
    "MO",
    "TX",
    "VA"
  ],
  "websites": [
    "https://huntercapitalmanagement.com",
    "https://hunterfunds.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309050",
  "city_as_filed": "LOMBARD",
  "url": "https://advisorcensus.com/firm/hunter-capital-management-lombard-il-309050",
  "display_name": "Hunter Capital Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Hunter Capital Management (CRD 309050): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Hunter Capital Management compensated?",
      "a": "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."
    },
    {
      "q": "Where is Hunter Capital Management located?",
      "a": "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)."
    },
    {
      "q": "Is Hunter Capital Management registered with the SEC or a state?",
      "a": "Hunter Capital Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309050."
    },
    {
      "q": "How much does Hunter Capital Management manage?",
      "a": "Hunter Capital Management reports $1,089,104,294 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (68% discretionary)."
    },
    {
      "q": "How have Hunter Capital Management's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Hunter Capital Management serve?",
      "a": "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)."
    },
    {
      "q": "Does Hunter Capital Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Hunter Capital Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Accounts generally must have a minimum of $25,000.\""
    },
    {
      "q": "What changed in Hunter Capital Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 8."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 801395051.0,
      "total_employees": 5,
      "filing_date": "2021-09-27"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 940039569.0,
      "total_employees": 8,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 850178542.0,
      "total_employees": 8,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 890203703.0,
      "total_employees": 8,
      "filing_date": "2024-03-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1020776497.0,
      "total_employees": 10,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1089104294.0,
      "total_employees": 12,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 8."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000"
        ],
        "quotes": [
          "Accounts generally must have a minimum of $25,000."
        ]
      }
    ],
    "quotes": [
      "Accounts generally must have a minimum of $25,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/hunter-capital-management-lombard-il-309050.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 485,
      "fewer_than_5": false,
      "raum": 750965228.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 2,
      "fewer_than_5": false,
      "raum": 2883539.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 85620016.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 4,
      "fewer_than_5": false,
      "raum": 1410057.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 19,
      "fewer_than_5": false,
      "raum": 90770013.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 55415381.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 20,
      "fewer_than_5": false,
      "raum": 102040060.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/309050",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}