{
  "crd_number": 304985,
  "slug": "hunter-lewis-llc-crozet-va-304985",
  "primary_business_name": "HUNTER LEWIS LLC",
  "legal_name": "HUNTER LEWIS LLC",
  "dbas": [
    "HUNTER LEWIS"
  ],
  "city": "Crozet",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "16820",
  "metro": {
    "cbsa_code": "16820",
    "common_name": "Charlottesville",
    "msa_name": "Charlottesville, VA",
    "path": "/advisors/va/charlottesville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-09-12",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-04-09",
  "carried_forward": false,
  "raum_total": 394569396.0,
  "raum_discretionary": 279912156.0,
  "raum_non_discretionary": 114657240.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 6,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 192528399.0,
      "count": null,
      "description": "FAMILY LLC",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 51970029.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 2633003.0,
      "count": 5
    },
    "high_net_worth_individuals": {
      "raum": 30444532.0,
      "count": 8
    },
    "pooled_investment_vehicles": {
      "raum": 2336193.0,
      "count": 1
    },
    "corporations_other_businesses": {
      "raum": 114657240.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "TX",
    "VA"
  ],
  "websites": [
    "https://hunterlewisllc.com",
    "https://instagram.com/hunterlewisllc",
    "https://linkedin.com/company/hunter-lewis-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/304985",
  "city_as_filed": "CROZET",
  "url": "https://advisorcensus.com/firm/hunter-lewis-llc-crozet-va-304985",
  "display_name": "Hunter Lewis LLC",
  "summary": "Hunter Lewis LLC is an SEC-registered investment advisory firm in Crozet, VA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.",
  "citation": "AdvisorCensus. Hunter Lewis LLC (CRD 304985): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Hunter Lewis LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Hunter Lewis LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Hunter Lewis LLC located?",
      "a": "Hunter Lewis LLC's principal office is in Crozet, VA, according to its Form ADV."
    },
    {
      "q": "Is Hunter Lewis LLC registered with the SEC or a state?",
      "a": "Hunter Lewis LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304985."
    },
    {
      "q": "How much does Hunter Lewis LLC manage?",
      "a": "Hunter Lewis LLC reports $394,569,396 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (71% discretionary)."
    },
    {
      "q": "How have Hunter Lewis LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Hunter Lewis LLC: Regulatory assets under management: $204,065,021 in the October 2021 data and $394,569,396 in the October 2026 data, up 93%. Total employees: 9 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Hunter Lewis LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (8); individuals (other than high net worth individuals) (5); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Hunter Lewis LLC use?",
      "a": "Hunter Lewis LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists U.S. Bancorp Investments, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Hunter Lewis LLC 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/304985"
    },
    {
      "q": "What changed in Hunter Lewis LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $226,031,370 to $394,569,396 (+75%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 204065021.0,
      "total_employees": 9,
      "filing_date": "2021-06-21"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 208769823.0,
      "total_employees": 8,
      "filing_date": "2022-09-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 251654659.0,
      "total_employees": 7,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 259322563.0,
      "total_employees": 8,
      "filing_date": "2024-05-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 226031370.0,
      "total_employees": 7,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 394569396.0,
      "total_employees": 7,
      "filing_date": "2026-04-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 6.",
        "Regulatory assets under management went from $226,031,370 to $394,569,396 (+75%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "U.S. Bancorp Investments, Inc.",
      "name_as_filed": "U.S. BANCORP INVESTMENTS, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/hunter-lewis-llc-crozet-va-304985.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 2633003.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 8,
      "fewer_than_5": false,
      "raum": 30444532.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2336193.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 51970029.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 114657240.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": true,
      "raum": 192528399.0
    }
  ],
  "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/304985",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}