Hunter Street Investment Advisors Llc
- Regulatory AUM
- $166M
- Discretionary
- $166M
- Clients
- 352
- Avg AUM / client
- $473K
- Accounts
- 889
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 350 | $137M | 82.2% |
| High net worth individuals | 2 | $29.6M | 17.8% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Anthony Malfeo | Managing Member, Chief Compliance Officer | CFP Chartered Financial Consultant | Sep 2007 (19y) | 50% – 75% |
| Matthew Charles Maiers | Managing Member | Sep 2019 (7y) | 25% – 50% | |
| Michael Brian O'rourke | Registered representative | Sep 2021 (5y) | ||
| Daniel Brian Conklin | Registered representative | Sep 2025 (1y) | ||
| George Takacs Nowack | Registered representative | Sep 2025 (1y) | ||
| Kevin Craig Cochran | Registered representative | Sep 2025 (1y) | ||
| William T Laundon | Registered representative | Sep 2025 (1y) | ||
| Charles Dean Leedy | Registered representative | CFA | Sep 2025 (1y) |
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) | 06/01/2026 | 901 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
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗