Hunter Associates Investment Management Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 1,240
- Avg AUM / client
- $1.1M
- Accounts
- 2,624
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 930 | $247M | 18.5% |
| High net worth individuals | 263 | $972M | 72.6% |
| Pension and profit sharing plans | 6 | $2.2M | 0.16% |
| Charitable organizations | 26 | $75.4M | 5.63% |
| Corporations and other businesses | 15 | $42.6M | 3.18% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $3.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hunter Private Capital Pulmair, Llc | Private Equity Fund | Delaware | $3.4M | 24 |
People (17)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Marshall, Bradley John | Cfo, Treasurer, Director | Jul 1992 (34y) | Less than 5% | |
| Robert Spittal Mcculloch | Vice President,Director | CFP | Jun 2011 (15y) | Less than 5% |
| Erica Lynn Snyder | President,Ceo,Director | CFP | Dec 2012 (14y) | Less than 5% |
| Patrick James Clark | Cco | Jan 2022 (5y) | Less than 5% | |
| Barbara Stahl Lovejoy | Registered representative | Dec 2012 (14y) | ||
| Daniel James Scarpitti | Registered representative | Dec 2012 (14y) | ||
| Jodi Falconer Powers | Registered representative | Dec 2012 (14y) | ||
| John Carl Scarpitti | Registered representative | Dec 2012 (14y) | ||
| John Hemphill Lynch | Registered representative | Dec 2012 (14y) | ||
| Robert Michael Daniel | Registered representative | CFA | Jun 2014 (12y) | |
| Douglas Scott Finley | Registered representative | CFP | Jul 2016 (10y) | |
| John Michael Haig Mc Culloch | Registered representative | CFP | Jul 2018 (8y) | |
| Trevor Martin Day | Registered representative | Nov 2021 (5y) | ||
| Pieter Van De Keer | Registered representative | CFA | Mar 2022 (4y) | |
| Nathan Andrew Garofalo | Registered representative | CFP | Dec 2022 (4y) | |
| Marissa A Bougades | Registered representative | Jul 2024 (2y) | ||
| Christina Leah Nassis | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Hunter Associates Holdings, Llc | Member | Jan 2016 | A | 75% or more |
| H.A. Holdings, Inc. | Member | Jan 2016 | B | ≈ 18.75% – 50% via Hunter Associates Holdings, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- H.A. Holdings, Inc.: 25% – 50% of Hunter Associates Holdings, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
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.
Private funds (1, $3.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hunter Private Capital Pulmair, Llc | Private Equity Fund | $3.4M | $50.0K | 24 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.02 MB | 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
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Pershing $1.3B (98% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jul 30, 2026.
View current Form ADV (SEC/IAPD) ↗