Hunter Michael Investment Advisors Inc
- Regulatory AUM
- $81.2M
- Discretionary
- $0
- Clients
- 40
- Avg AUM / client
- $2.0M
- Accounts
- 35
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 18 | $13.5M | 16.7% |
| High net worth individuals | 13 | $61.5M | 75.7% |
| Pension and profit sharing plans | 5 | — | — |
| Corporations and other businesses | 4 | $6.2M | 7.65% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dee Hunter Slaughter | President/Chief Compliance Officer | Jan 1998 (29y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 900 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity $703M (73% of AUM) Mar 2025
- Wells Fargo $320M (29% of AUM) Mar 2018
- Northern Trust $268M (27% of AUM) Mar 2023
- Charles Schwab & Co. $136M (14% of AUM) Mar 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗