# 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.

- CRD: 145334
- Filed as: HUNTER STREET INVESTMENT ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Apex, NC
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/145334
- AdvisorCensus page: https://advisorcensus.com/firm/hunter-street-investment-advisors-llc-apex-nc-145334

## Quick answers

**How 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.

**How much does Hunter Street Investment Advisors LLC charge?**
Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $150 an hour (Data Collection, Analysis, Plan Preparation). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

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

- Hourly rate: $150 an hour (Data Collection, Analysis, Plan Preparation)

> Hourly Fees: Data Collection, Analysis, Plan Preparation = $150 per hour

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

### Regulatory assets under management (Item 5.F)
- Total: $166,377,939
- Discretionary: $166,377,939
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 350 | $136,803,283 |
| High net worth individuals | 2 | $29,574,656 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, NC, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hsiadvisors.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $133,614,755 | 8 | March 28, 2025 |
| October 2026 | $166,377,939 | 8 | June 1, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hunter Street Investment Advisors LLC (CRD 145334): Form ADV filing data as of October 2026.