Hunter Associates LLC

Broker-DealerFINRA MemberEst. 1992
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Accounts
2,624
Employees
14
Advisory reps
23
Brokerage reps
13

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

FINTRX

Overview

Hunter Associates LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 1992. The firm serves both individual and family clients as well as institutional accounts, and acts as a capital allocator that selects and allocates to third‑party managers. Its advisory services include financial planning, discretionary portfolio management for individuals/small businesses and for businesses/institutions, and manager selection. Hunter also maintains broker‑dealer and insurance broker activities alongside its advisory work. The firm’s fees are a mix of asset‑based percentage fees and fixed fees. It does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 42%, Public Funds/Mutual Funds 42%, US Government Bonds 6%, Cash & Cash Equivalents 6%, State & Local Bonds 3%, Other 1%42%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds42%
  • US Government Bonds6%
  • Cash & Cash Equivalents6%
  • State & Local Bonds3%

Owners & executives

3 of 3
  • Erica Snyder

    Erica Snyder

    President, CEOCRD 3075140

  • Bradley Marshall

    Bradley Marshall

    CFOCRD 2047270

  • Patrick Clark

    Patrick Clark

    Partner and Chief Compliance OfficerCRD 5314331

Contacts

3 of 20
  • John Michael McCulloch

    John Michael McCulloch

    Investment AdvisorCRD 6927273

  • Pieter Van De Keer

    Pieter Van De Keer

    Financial AdvisorCRD 6965648

  • Robert Mcculloch

    Robert Mcculloch

    Vice ChairmanCRD 730963

Unlock 17 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 168

Active vs passive

$684M in ETFs

Passive

62%

$423M

Active

37%

$261M

ETFProviderStyleCategoryValueShares% of portfolio
GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC)Goldman SachsPassiveLarge Blend$51.4M362,3977.52%
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Location

Primary office

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

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