AdvisorCensus / Financial advisors / North Carolina / Raleigh / Hunter Street Investment Advisors LLC
Hunter Street Investment Advisors LLC
Filed as HUNTER STREET INVESTMENT ADVISORS LLC
Hunter Street Investment Advisors LLC is an SEC-registered investment advisory firm in Apex, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.
Quick answers
From the filingHow is Hunter Street Investment Advisors LLC compensated?
On its Form ADV (Item 5.E, October 2026), Hunter Street Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.
Where is Hunter Street Investment Advisors LLC located?
Hunter Street Investment Advisors LLC's principal office is in Apex, NC, according to its Form ADV.
Is Hunter Street Investment Advisors LLC registered with the SEC or a state?
Hunter Street Investment Advisors LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 145334.
How much does Hunter Street Investment Advisors LLC manage?
Hunter Street Investment Advisors LLC reports $166,377,939 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (100% discretionary).
How have Hunter Street Investment Advisors LLC's assets and staff changed since 2025?
In the Form ADV data for Hunter Street Investment Advisors LLC: Regulatory assets under management: $133,614,755 in the October 2025 data and $166,377,939 in the October 2026 data, up 25%. Total employees: 8 in October 2025 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Hunter Street Investment Advisors LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (350); high net worth individuals (2).
Does Hunter Street Investment Advisors 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/145334
What changed in Hunter Street Investment Advisors LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $133,614,755 to $166,377,939 (+25%).
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
- Hourly charges
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 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$166,377,939 as of October 2026, filing dated June 1, 2026.
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.DA 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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 8. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None 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| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $166,377,939 | 8 | June 1, 2026 |
| October 2025 | $133,614,755 | 8 | March 28, 2025 |
Regulatory assets under management: $133,614,755 in the October 2025 data and $166,377,939 in the October 2026 data, up 25%.
Total employees: 8 in October 2025 and 8 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- April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $133,614,755 to $166,377,939 (+25%).
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.ISource: 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 Street Investment Advisors LLC (CRD 145334): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/hunter-street-investment-advisors-llc-apex-nc-145334