HUNTER STREET INVESTMENT ADVISORS LLC
Firm details
- Headquarters
- APEX, North Carolina
- CRD number
- 145334
- Registered since
- February 5, 2025
- Website
- www.hsiadvisors.net
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals82.22%
- HNWI17.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hunter Street Investment Advisors LLC is an independent, individually owned registered investment adviser that focuses on serving individuals, families and small businesses. The firm provides financial planning and discretionary portfolio management and charges clients both a percentage of assets under management and hourly fees. Filings indicate the adviser does not position itself as a capital allocator, is not an active ESG investor, and operates without related-adviser structures. The firm’s regulatory filing shows SEC registration in 2025 and it operates as a single-state, single-office adviser rather than a multi-state platform. Service delivery appears centered on traditional wealth management for private clients rather than institutional consulting or pension work.
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 Equities100%
Owners & executives
1 of 1CHARLES LEEDY
Chief Investment OfficerCRD 1012440
Contacts
3 of 7JOSEPH MALFEO
President, Investment AdvisorCRD 3031535
Daniel Conklin
Investment AdvisorCRD 6556201
GEORGE NOWACK
Investment AdvisorCRD 5862120
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
APEX, NC
WAKE
Location
APEX, NC
Headquartered in APEX, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 56 Hunter St
- Time zone
- ET (UTC-5)
- Office locations
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