Overview
Assets Under Management: $890 million
Headquarters: LOMBARD, IL
High-Net-Worth Clients: 458
Average Client Assets: $2 million
Frequently Asked Questions
HUNTER PERKINS CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #309050), HUNTER PERKINS CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
HUNTER PERKINS CAPITAL MANAGEMENT, LLC is headquartered in LOMBARD, IL.
HUNTER PERKINS CAPITAL MANAGEMENT, LLC serves 458 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, HUNTER PERKINS CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles. View all service details ↓
HUNTER PERKINS CAPITAL MANAGEMENT, LLC manages $890 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, HUNTER PERKINS CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, businesses, and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 458
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.34
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 374
Discretionary Accounts: 202
Non-Discretionary Accounts: 172
Regulatory Filings
CRD Number: 309050
Last Filing Date: 2024-03-28 00:00:00
Website: https://huntercapitalmanagement.com