Hunter Associates LLC
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 30177
- Registered since
- July 27, 1992
- Website
- hunterassociates.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.56%
- Individuals18.46%
- Charitable Organizations5.63%
- Corporations / Businesses3.18%
- Pension & Profit Sharing Plans0.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Hunter Associates LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 1992. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator. Its advisory services emphasize financial planning, discretionary portfolio management for individuals, small businesses and institutions, and the selection of third‑party managers. Compensation methods include fees based on a percentage of assets under management and fixed fees. In addition to advisory work, the firm operates broker‑dealer and insurance brokerage activities. Hunter Associates does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities42%
- Public Funds/Mutual Funds42%
- US Government Bonds6%
- Cash & Cash Equivalents6%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$360M in ETFs
60%
$216M
36%
$144M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $53.1M | 366,326 | 14.75% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 436 7th Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PNC Wealth Management
Broker-DealerPittsburgh, PA
Federated Securities Corp.
Broker-DealerPittsburgh, PA
FNB America Securities LLC
Broker-DealerPittsburgh, PA
PNC Capital Markets LLC
Broker-DealerPittsburgh, PA
Newedge Securities, LLC
Broker-DealerPittsburgh, PA
Transamerica Financial Advisors, LLC
Broker-DealerPhiladelphia, PA