# Hunter Capital Management

> 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.

- CRD: 309050
- Filed as: HUNTER CAPITAL MANAGEMENT
- Legal name: Hunter Perkins Capital Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lombard, IL
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309050
- AdvisorCensus page: https://advisorcensus.com/firm/hunter-capital-management-lombard-il-309050

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $25,000

> Accounts generally must have a minimum of $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,089,104,294
- Discretionary: $742,631,424
- Non-discretionary: $346,472,870

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IL, KS, MA, MI, MO, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- huntercapitalmanagement.com
- hunterfunds.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $801,395,051 | 5 | September 27, 2021 |
| October 2022 | $940,039,569 | 8 | March 29, 2022 |
| October 2023 | $850,178,542 | 8 | March 21, 2023 |
| October 2024 | $890,203,703 | 8 | March 28, 2024 |
| October 2025 | $1,020,776,497 | 10 | March 28, 2025 |
| October 2026 | $1,089,104,294 | 12 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hunter Capital Management (CRD 309050): Form ADV filing data as of October 2026.