HUNTER MICHAEL INVESTMENT ADVISORS INC

RIASEC RegisteredEst. 1998

Total AUM

$81.2M

Discretionary

0% of AUM

Avg account

$2.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: RICHMOND, Virginia
CRD number: 107884
Registered since: January 30, 1998
Website: www.huntermichael.com
Custodians: TRUST COMPANY, TRUST COMPANY
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI75.67%
Individuals16.68%
Corporations / Businesses7.65%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Hunter Michael Investment Advisors Inc. is a privately owned SEC-registered advisory firm that has been operating since 1998. The firm serves both individual and family clients as well as institutional clients, offering portfolio management for individuals/small businesses and for businesses or institutions, plus pension-consulting services. Its owner structure is individual ownership, and it is not identified as a multi-state adviser or an active ESG investor. The firm charges clients via a mix of percentage-of-assets and fixed fees. It is not positioned as a capital allocator; instead its business model centers on discretionary portfolio management and consulting for employer-sponsored plans and other institutional relationships.