Hunter Associates has been in business since 1992 and is owned by Hunter Associates Holdings. The firm directly invests across stocks, bonds, funds, ETFs, and options, and also offers a Manager of Managers program that allocates to outside asset managers. Hunter Associates is dually registered as a broker-dealer (FINRA member) and operates an insurance agency, so certain representatives can earn separate commissions on brokerage and insurance transactions, a conflict the firm discloses. Its affiliate, Hunter Private Capital Advisors, manages private funds that the firm may recommend to clients. Clients who opened accounts before January 1, 2023 are generally grandfathered into lower fees.
Overview
- Headquarters
- Pittsburgh, PA
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $3.7 million
Recent Rankings
Fee Disclosure
Source: 2026 HUNTER ASSOCIATES FORM ADV PART 2A (2026-03-31)
· View brochure text
Latest filing: 2026 HUNTER ASSOCIATES FORM ADV PART 2A APPENDIX 1 (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.95% |
| $1,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,500 | 0.95% |
| $5 million | $39,500 | 0.79% |
| $10 million | $69,500 | 0.70% |
| $50 million | $309,500 | 0.62% |
| $100 million | $609,500 | 0.61% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 72.56%
- Number of High-Net-Worth Clients
- 263
- Total Client Accounts
- 2,624
- Discretionary Accounts
- 2,621
- Non-Discretionary Accounts
- 3
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 30177
- 2026 HUNTER ASSOCIATES FORM ADV PART 2A (2026-03-31) (fee schedule source) · View brochure text
- 2026 HUNTER ASSOCIATES FORM ADV PART 2A APPENDIX 1 (2026-03-31) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗