# Hunter Lewis LLC

> 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.

- CRD: 304985
- Filed as: HUNTER LEWIS LLC
- Also doing business as: HUNTER LEWIS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Crozet, VA
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304985
- AdvisorCensus page: https://advisorcensus.com/firm/hunter-lewis-llc-crozet-va-304985

## Quick answers

**How is Hunter Lewis LLC compensated?**
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.

**Where is Hunter Lewis LLC located?**
Hunter Lewis LLC's principal office is in Crozet, VA, according to its Form ADV.

**Is Hunter Lewis LLC registered with the SEC or a state?**
Hunter Lewis LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304985.

**How much does Hunter Lewis LLC manage?**
Hunter Lewis LLC reports $394,569,396 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (71% discretionary).

**How have Hunter Lewis LLC's assets and staff changed since 2021?**
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.

**What types of clients does Hunter Lewis LLC serve?**
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).

**Which custodians does Hunter Lewis LLC use?**
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.

**Does Hunter Lewis LLC 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/304985

**What changed in Hunter Lewis LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- U.S. Bancorp Investments, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $394,569,396
- Discretionary: $279,912,156
- Non-discretionary: $114,657,240

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,633,003 |
| High net worth individuals | 8 | $30,444,532 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $2,336,193 |
| Charitable organizations | Fewer than 5 | $51,970,029 |
| Corporations or other businesses not listed above | Fewer than 5 | $114,657,240 |
| Other | Fewer than 5 | $192,528,399 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 7 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [hunterlewisllc.com](https://hunterlewisllc.com)
- Instagram @hunterlewisllc
- LinkedIn @hunter-lewis-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $204,065,021 | 9 | June 21, 2021 |
| October 2022 | $208,769,823 | 8 | September 9, 2022 |
| October 2023 | $251,654,659 | 7 | March 31, 2023 |
| October 2024 | $259,322,563 | 8 | May 14, 2024 |
| October 2025 | $226,031,370 | 7 | March 26, 2025 |
| October 2026 | $394,569,396 | 7 | April 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hunter Lewis LLC (CRD 304985): Form ADV filing data as of October 2026.