HUNTER LEWIS LLC

RIASEC RegisteredEst. 2019

Total AUM

$395M

Discretionary

$280M

71% of AUM

Avg account

$20.8M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CROZET, Virginia
CRD number: 304985
Registered since: September 12, 2019
Website: www.hunterlewisllc.com
Custodians: U.S. BANCORP INVESTMENTS, INC.
Fee structure: Fixed Fees
Client types: Other48.79%
Corporations / Businesses29.06%
Charitable Organizations13.17%
HNWI7.72%
Individuals0.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Hunter Lewis LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2019. The firm advises both high-net-worth individuals and institutional clients, offering fee-based financial planning and portfolio management across individual, pooled-vehicle and institutional mandates. Its business mix includes portfolio management for individuals/small businesses, management of pooled investment vehicles and pension consulting work. The firm operates as a capital allocator—managing separate accounts and allocating to third-party managers for select alternative exposures. Investment posture leans conservative and liability-aware: the adviser shows a clear preference for fixed-income instruments, with a particularly large exposure to U.S. government bonds. Hunter Lewis LLC does not position itself as an active ESG investor. Fee arrangements follow a fixed-fee model.