Hunter Lewis Llc
- Regulatory AUM
- $395M
- Discretionary
- $280M
- Clients
- 14
- Avg AUM / client
- $28.2M
- Accounts
- 19
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $2.6M | 0.67% |
| High net worth individuals | 8 | $30.4M | 7.72% |
| Pooled investment vehicles (non-investment companies) | 1 | $2.3M | 0.59% |
| Charitable organizations | Fewer than 5 clients | $52.0M | 13.2% |
| Corporations and other businesses | Fewer than 5 clients | $115M | 29.1% |
| Other | Fewer than 5 clients | $193M | 48.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $1.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Gibson Mountain Llc | Other Private Fund | Virginia | $1.2M | 4 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Lewis, Henry, Hunter | Chief Compliance Officer, Chief Executive Officer, Llc Manager | Jul 2018 (8y) | Less than 5% | |
| Hufnagel, Peter, Edward | Trustee For The Hunter Lewis 2013 Trust, The Sole Owner Of Hunter Lewis Llc | Jul 2022 (4y) | Less than 5% | |
| Stephanie Bosserman | Registered representative | CFA | Feb 2021 (5y) | |
| Isaac Leroy Wentz | Registered representative | CFA | Jun 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Hunter Lewis 2013 Trust | Owner | Jul 2018 | A | 75% or more |
| Romero, Moises, Antonio | Trustee For The Hunter Lewis 2013 Trust, The Sole Owner Of Hunter Lewis Llc | Mar 2021 | A | Less than 5% |
| Romero, Moises, Antonio | Trustee Of Owner | Mar 2021 | B | GP / trustee / elected manager of The Hunter Lewis 2013 Trust (indirect) |
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.
Private funds (1, $1.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Gibson Mountain Llc | Other Private Fund | $1.2M | $0 | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/09/2026 | 1.18 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- U.S. Bancorp Investments, Inc. $378M (96% of AUM) Apr 2026
- Vanguard Marketing Corporation $102M (65% of AUM) Jul 2020
- The Vanguard Group, Inc. $45.3M (29% of AUM) Jul 2020
- Adm Investor Services, Inc. $36.8M (14% of AUM) May 2024
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: Apr 09, 2026.
View current Form ADV (SEC/IAPD) ↗