HUNTER ASSOCIATES LLC
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC Legal Name
Adviser information for HUNTER ASSOCIATES LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Delaware, United States |
Employees
Total Number of Employees | 13 |
---|---|
Investment Advisory/Research | 13 |
Registered Broker-Dealer Representatives | 12 |
Registered State Investment Advisers | 12 |
Licensed Agents of an Insurance Company | 7 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 1,907 | $1.0B |
Non-Discretionary | 4 | $3.8M |
Total | 1,911 | $1.0B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 689 | $191.9M |
HNW Individuals | 195 | $750.7M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $3.4M |
Pension and profit sharing plans | 6 | $1.6M |
Charitable organizations | 19 | $29.7M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 11 | $35.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 2 |
No. of Non-U.S. Clients | 1 |
No. of Financial Planning Clients | 1-10 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)MANAGER OF MANAGERS |
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Compensation | % of AUMFixed fees |
Other Business Activities | Broker-dealerInsurance broker or agent |
Wrap Fee Program
Offers Wrap Fee Program | Yes |
---|
Acting As | RAUM |
---|---|
Sponsor | 0 |
Portfolio Manager | 0 |
Both for Same | 35.6M |
Portfolio Manager to Program | Sponsor |
---|---|
HUNTER PORFOLIO SERIES | HUNTER ASSOCIATES LLC |
Principal Office
436 SEVENTH AVENUEKOPPERS BUILDING, 27TH FLOOR
PITTSBURGH
PA
United States
Monday - Friday, 8:30 A.M. TO 5:00 P.M.
Tel: 412-471-4191, Fax: 412-471-2993
Chief Compliance Officer
PATRICK J. CLARK
CHIEF COMPLIANCE OFFICER
436 SEVENTH AVENUE
KOPPERS BUILDING, 27TH FLOOR
PITTSBURGH
PA
United States
Tel:
412-208-3056
Fax:
412-471-2996
C****@*******************M
(Full email address available in API data)
Regulatory Contact
ERICA L. SNYDER
CHIEF EXECUTIVE OFFICER
436 SEVEVTH AVENUE
KOPPERS BUILDING, 27TH FLOOR
PITTSBURGH
PA
United States
Tel:
412-765-8934
Fax:
412-471-2993
S*****@*******************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
HUNTER PRIVATE CAPITAL - PULMAIR, LLC | Private Equity Fund | $3.4M | $0.1M | 24 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MARSHALL, BRADLEY JOHN | Individual | – | CFO, TREASURER, DIRECTOR | 07/1992 | < 5% |
SNYDER, ERICA LYNN | Individual | – | PRESIDENT,CEO,DIRECTOR | 04/2013 | < 5% |
MCCULLOCH, ROBERT SPITTAL III | Individual | – | VICE PRESIDENT,DIRECTOR | 06/2011 | < 5% |
HUNTER ASSOCIATES HOLDINGS, LLC | Domestic Entity | – | MEMBER | 01/2016 | > 75% |
H.A. HOLDINGS, INC. | Domestic Entity | HUNTER ASSOCIATES HOLDINGS, LLC | MEMBER | 01/2016 | 25-50% |
CLARK, PATRICK JAMES | Individual | – | CCO | 07/2022 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO COM | COM | 491 | 5K | – |
ABBOTT LABS COM | COM | 3K | 28K | – |
ABBVIE INC COM | COM | 4K | 24K | – |
ACCENTURE PLC IRELAND CLASS SHS | COM | 8K | 26K | – |
ADAPTIMMUNE THERAPEUTICS PLC SPONSORED ADR | COM | 22 | 23K | – |
ADOBE SYS INC COM | COM | 384 | 691 | – |
AFLAC INC COM | COM | 828 | 9K | – |
AIR PRODS & CHEMS INC COM | COM | 317 | 1K | – |
ALPHABET INC CAP STK CL C | COM | 3K | 17K | – |
ALPHABET INC CL A | COM | 966 | 5K | – |
ALTRIA GROUP INC COM | COM | 2K | 47K | – |
AMAZON COM INC | COM | 2K | 10K | – |
AMERICAN EXPRESS COMPANY | COM | 585 | 3K | – |
AMERICAN WTR WKS CO INC NEW COM | COM | 304 | 2K | – |
AMERISOURCE BERGEN CORP COM | COM | 360 | 2K | – |
AMGEN INC COM | COM | 17K | 54K | – |
AMPCO PITTSBURGH | COM | 29 | 38K | – |
AMPHENOL CORP NEW CL A | COM | 1K | 20K | – |
ANSYS INC COM | COM | 3K | 10K | – |
APPLE | COM | 35K | 166K | – |
APPLIED DIGITAL CORP COM NEW | COM | 2K | 371K | – |
APTIV PLC SHS COM | COM | 3K | 37K | – |
ASTRONICS CORP COM | COM | 240 | 12K | – |
AT&T INC COM | COM | 352 | 18K | – |
AUTOMATIC DATA PROCESSING INC COM | COM | 2K | 8K | – |
AUTOZONE INC | COM | 2K | 796 | – |
AVERY DENNISON CORP COM | COM | 202 | 923 | – |
BALL CORP COM | COM | 414 | 7K | – |
BANK OF AMERICA CORPORATION COM | COM | 260 | 7K | – |
BANK OF NEW YORK MELLON CORP COM | COM | 828 | 14K | – |
BELLRING BRANDS INC NEW COM | COM | 3K | 48K | – |
BERKSHIRE HATHAWAY INC DEL CL B NEW | COM | 2K | 4K | – |
BIOGEN IDEC INC COM | COM | 603 | 3K | – |
BLACKROCK FLOATING RATE INCOME TR COM | ETF | 332 | 26K | – |
BOEING CO COM | COM | 683 | 4K | – |
BRISTOL MYERS SQUIBB CO COM | COM | 759 | 18K | – |
BROADCOM INC COM | COM | 9K | 6K | – |
BROWN & BROWN INC | COM | 1K | 16K | – |
BRUNSWICK CORP COM | COM | 1K | 16K | – |
CANADIAN PACIFIC KANSAS CITY LTD ISIN# CA13646K1084 | COM | 389 | 5K | – |
CAPITAL GROUP CORE EQUITY ETF SHS CREATION UNIT | ETF | 527 | 16K | – |
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT | ETF | 564 | 17K | – |
CAPITAL GROUP FIXED INCOME ETF TR CORE PLUS INCOME ETF | ETF | 1K | 51K | – |
CAPITAL GROUP GROWTH ETF SHS CREATION UNIT | ETF | 579 | 18K | – |
CARRIER GLOBAL CORP COM | COM | 1K | 21K | – |
CATERPILLAR INC COM | COM | 811 | 2K | – |
CBRE GROUP INC CL A | COM | 1K | 13K | – |
CHEVRON CORP NEW COM | COM | 3K | 19K | – |
CHURCHILL DOWNS INC | COM | 3K | 20K | – |
CIGNA CORP NEW COM | COM | 361 | 1K | – |
CISCO SYSTEMS INC | COM | 6K | 126K | – |
CITIGROUP INC COM NEW | COM | 731 | 12K | – |
CLEVELAND-CLIFFS INC NEW COM | COM | 199 | 13K | – |
CME GROUP INC COM | COM | 203 | 1K | – |
COCA COLA COMPANY | COM | 800 | 13K | – |
COLGATE PALMOLIVE CO COM | COM | 969 | 10K | – |
COMCAST CORP CL A | COM | 381 | 10K | – |
COMFORT SYS USA INC COM | COM | 2K | 7K | – |
COMPASS DIVERSIFIED HLDGS SH BEN INT | COM | 525 | 24K | – |
CONOCOPHILLIPS COM | COM | 340 | 3K | – |
CONSTELLATION BRANDS INC CL A | COM | 1K | 5K | – |
CORNING INC COM | COM | 3K | 65K | – |
COSTCO WHOLESALE CORP NEW COM | COM | 871 | 1K | – |
CRH PLC SHS | COM | 786 | 11K | – |
CROWN CASTLE INTL CORP NEW COM | COM | 304 | 3K | – |
DANAHER CORP COM | COM | 486 | 2K | – |
DARLING INGREDIENTS INC COM | COM | 285 | 8K | – |
DEERE & CO | COM | 678 | 2K | – |
DELL TECHNOLOGIES INC CL C | COM | 478 | 3K | – |
DIGITAL RLTY TR INC COM | COM | 2K | 14K | – |
DISCOVER FINL SVCS COM INC | COM | 367 | 3K | – |
DISNEY WALT CO DISNEY COM | COM | 626 | 6K | – |
DMC GLOBAL INC COM | COM | 5K | 347K | – |
DOLLAR GEN CORP NEW COM | COM | 637 | 5K | – |
DOMINION ENERGY INC COM | COM | 208 | 4K | – |
EATON CORPORATION PLC SHS | COM | 449 | 1K | – |
ELANCO ANIMAL HEALTH INC COM | COM | 239 | 17K | – |
ELBIT SYSTEMS LTD | COM | 269 | 2K | – |
ELECTROMED INC COM | COM | 1K | 91K | – |
EQT CORPORATION COM | COM | 620 | 17K | – |
ETHAN ALLEN INTERIORS INC COM | COM | 249 | 9K | – |
EXPEDIA GROUP INC COM NEW | COM | 3K | 24K | – |
EXXON MOBIL CORP COM | COM | 6K | 51K | – |
F N B CORP PA COM | COM | 555 | 41K | – |
FARMERS NATL BANC CORP COM | COM | 152 | 12K | – |
FEDEX CORP COM | COM | 4K | 14K | – |
FIDELITY MERRIMACK STR TR TOTAL BD ETF | ETF | 12K | 272K | – |
FIDELITY NATL FINL INC NEW FNF GROUP | COM | 4K | 85K | – |
FIDELITY NATL INFORMATION SVCS INC COM | COM | 1K | 19K | – |
FIFTH THIRD BANCORP COM | COM | 432 | 12K | – |
FIRST AMERN FINL CORP COM | COM | 2K | 40K | – |
FIRST TR EXCHANGE-TRADED FD NASDAQ CLEAN EDGE GREEN ENERGY INDEX | ETF | 540 | 16K | – |
FISERV INC COM | COM | 13K | 86K | – |
FLEX LTD ORD SHS | COM | 351 | 12K | – |
FLEXSHARES TR QUALITY DIVID INDEX FD | ETF | 211 | 3K | – |
FORTREA HLDGS INC COM | COM | 445 | 19K | – |
FORTUNE BRANDS INNOVATIONS INC COM | COM | 435 | 7K | – |
FRANCO NEV CORP COM | COM | 276 | 2K | – |
GE HEALTHCARE TECHNOLOGIES INC COM | COM | 208 | 3K | – |
GE VERNOVA INC COM | COM | 327 | 2K | – |
GENERAL DYNAMICS CORP COM | COM | 222 | 766 | – |
GENERAL ELEC CO COM NEW | COM | 1K | 8K | – |
GENERAL MILLS INC COM | COM | 2K | 29K | – |
GENUINE PARTS CO COM | COM | 2K | 14K | – |
GILEAD SCIENCES INC | COM | 1K | 18K | – |
GLOBAL X FDS NASDAQ 100 COVERED CALL ETF | ETF | 2K | 97K | – |
GOLDMAN SACHS ETF TR ACTIVEBETA U S LARGE CAP EQUITY ETF | ETF | 27K | 253K | – |
HERC HLDGS INC COM | COM | 1K | 9K | – |
HERSHEY CO COM | COM | 939 | 5K | – |
HOLOGIC INC COM | COM | 2K | 31K | – |
HOME DEPOT INC COM | COM | 797 | 2K | – |
HONEYWELL INTL INC COM | COM | 1K | 5K | – |
HUNTINGTON BANCSHARES INC | COM | 569 | 43K | – |
HYATT HOTELS CORP COM CL A | COM | 3K | 17K | – |
HYSTER-YALE MATLS HANDLING INC CL A | COM | 3K | 41K | – |
ILLINOIS TOOL WORKS INC COM | COM | 490 | 2K | – |
INTEL CORP COM | COM | 2K | 67K | – |
INTERNATIONAL BUSINESS MACHS CORP COM | COM | 2K | 11K | – |
INVESCO EXCHANGE-TRADED FD TR S&P MIDCAP QUALITY ETF | ETF | 7K | 70K | – |
INVESCO EXCHANGED TRADED FD TR II NASDAQ 100 ETF | ETF | 10K | 49K | – |
ISHARES TR 0-5 YR HIGH YIELD CORP BD ETF | ETF | 307 | 7K | – |
ISHARES TR CORE 1-5 YR USD BD ETF | ETF | 13K | 279K | – |
ISHARES TR CORE DIVID GROWTH ETF | ETF | 311 | 5K | – |
ISHARES TR CORE INTL AGGREGATE BD ETF | ETF | 887 | 18K | – |
ISHARES TR CORE S&P 500 ETF | ETF | 530 | 968 | – |
ISHARES TR CORE S&P MID-CAP ETF | ETF | 242 | 4K | – |
ISHARES TR CORE S&P SMALL-CAP ETF | ETF | 262 | 2K | – |
ISHARES TR ISHARES 0-3 MNTH TREAS BD ETF | ETF | 3K | 33K | – |
ISHARES TR MORNINGSTAR MID CAP GROWTH ETF | ETF | 2K | 23K | – |
ISHARES TR NATL MUN BD ETF FD | ETF | 1K | 10K | – |
ISHARES TR RUSSELL MID-CAP ETF | ETF | 632 | 8K | – |
ISHARES TR SELECT DIVID ETF FD | ETF | 538 | 4K | – |
ISHARES TR SHORT-TERM CORP BD ETF | ETF | 3K | 54K | – |
ISHARES TR SHORT-TERM NATL MUN BD ETF FD | ETF | 523 | 5K | – |
J P MORGAN EXCHANGE- TRADED FD TR EQUITY PREMIUM INCOME ETF | ETF | 6K | 107K | – |
JABIL INC COM | COM | 1K | 14K | – |
JOHNSON & JOHNSON COM | COM | 7K | 51K | – |
JONES LANG LASALLE INC COM | COM | 2K | 8K | – |
JPMORGAN CHASE | COM | 2K | 11K | – |
KELLOGG CO COM | COM | 476 | 8K | – |
KEYCORP NEW COM | COM | 163 | 12K | – |
KIMBERLY CLARK CORP COM | COM | 973 | 7K | – |
KINDER MORGAN INC DEL COM | COM | 273 | 14K | – |
L3HARRIS TECHNOLOGIES INC COM | COM | 491 | 2K | – |
LABCORP HLDGS INC COM | COM | 4K | 20K | – |
LAMB WESTON HLDGS INC COM | COM | 267 | 3K | – |
LILLY ELI & CO COM | COM | 8K | 9K | – |
LINDBLAD EXPEDITIONS HLDGS INC COM | COM | 2K | 235K | – |
LOCKHEED MARTIN CORP COM | COM | 936 | 2K | – |
LYONDELLBASELL INDUSTRIES N V ORD SHS CL A | COM | 287 | 3K | – |
MANNKIND CORP COM NEW | COM | 296 | 57K | – |
MARATHON PETE CORP COM | COM | 471 | 3K | – |
MARKEL CORP COM | COM | 1K | 737 | – |
MATTERPORT INC COM CL A | COM | 51 | 12K | – |
MATTHEWS INTL CORP CL A COM | COM | 914 | 36K | – |
MCCORMICK & CO INC COM NON VTG | COM | 876 | 12K | – |
MCDONALDS CORP | COM | 2K | 10K | – |
MCKESSON CORP COM | COM | 410 | 701 | – |
MEDTRONIC PLC SHS | COM | 571 | 7K | – |
MERCK & CO INC NEW COM | COM | 1K | 11K | – |
META PLATFORMS INC CL A | COM | 1K | 2K | – |
MICRON TECHNOLOGY INC COM | COM | 266 | 2K | – |
MICROSOFT CORP COM | COM | 40K | 90K | – |
MONDELEZ INTL INC CL A | COM | 2K | 32K | – |
MORGAN STANLEY COM NEW | COM | 2K | 25K | – |
NASDAQ INC COM | COM | 902 | 15K | – |
NETFLIX INC COM | COM | 232 | 345 | – |
NEXTERA ENERGY INC COM | COM | 998 | 14K | – |
NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR | COM | 3K | 22K | – |
NVIDIA CORP COM | COM | 1K | 10K | – |
NXP SEMICONDUCTORS NV COM | COM | 5K | 20K | – |
OLD DOMINION FREIGHT LINE INC COM | COM | 2K | 9K | – |
OMEGA FLEX INC COM | COM | 4K | 79K | – |
ORACLE CORP COM | COM | 1K | 9K | – |
PACCAR INC COM | COM | 486 | 5K | – |
PALOMAR HLDGS INC COM | COM | 1K | 15K | – |
PAYCHEX INC COM | COM | 239 | 2K | – |
PEPSICO INC COM | COM | 8K | 48K | – |
PFIZER INC COM | COM | 4K | 136K | – |
PHILIP MORRIS INTL INC COM | COM | 3K | 33K | – |
PHILLIPS 66 COM | COM | 981 | 7K | – |
PIMCO ETF TR ACTIVE BD ETF | ETF | 206 | 2K | – |
PNC FINL SVCS GROUP INC COM | COM | 2K | 12K | – |
PPG INDS INC COM | COM | 3K | 24K | – |
PRICE T ROWE GROUP INC COM | COM | 12K | 103K | – |
PROCTER & GAMBLE CO COM | COM | 9K | 54K | – |
QUALCOMM INC | COM | 426 | 2K | – |
QUEST DIAGNOSTICS INC COM | COM | 434 | 3K | – |
RAYTHEON TECHNOLOGIES CORP COM | COM | 573 | 6K | – |
RELIANCE STL & ALUM CO COM | COM | 2K | 6K | – |
REPUBLIC SVCS INC COM | COM | 970 | 5K | – |
RESMED INC COM | COM | 10K | 50K | – |
RIO TINTO PLC SPONSORED ADR | COM | 680 | 10K | – |
ROCKWELL AUTOMATION INC COM FORMERLY ROCKWELL INTL CORP | COM | 462 | 2K | – |
RPM INTL INC | COM | 277 | 3K | – |
SAIA INC COM | COM | 3K | 6K | – |
SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF | ETF | 15K | 190K | – |
SHELL PLC SPONSORED ADR REPSTG ORD SH | COM | 1K | 17K | – |
SHERWIN WILLIAMS CO COM | COM | 272 | 910 | – |
SHIFT4 PMTS INC CL A | COM | 5K | 70K | – |
SIFCO INDS INC | COM | 31 | 10K | – |
SMUCKER J M CO COM NEW | COM | 2K | 17K | – |
SNAP ON INC COM | COM | 2K | 6K | – |
SOUTHERN COPPER CORP DEL COM | COM | 2K | 14K | – |
SPDR PORTFOLIO SHORT TERM CORPORATE BD ETF | ETF | 268 | 9K | – |
SPDR SER TR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUN BD ETF | ETF | 6K | 124K | – |
STATE STR CORP COM | COM | 592 | 8K | – |
STEEL DYNAMICS INC COM | COM | 207 | 2K | – |
STRYKER CORP | COM | 3K | 8K | – |
SUMMIT MATLS INC CL A | COM | 1K | 38K | – |
SYMBOTIC INC CL A | COM | 2K | 49K | – |
SYSCO CORP COM | COM | 589 | 8K | – |
TAKE TWO INTERACTIVE SOFTWARE INC CDT COM | COM | 2K | 12K | – |
TARGET CORP COM | COM | 273 | 2K | – |
TETRA TECH INC NEW COM | COM | 1K | 6K | – |
TEXAS INSTRUMENTS INC | COM | 1K | 7K | – |
TEXAS PAC LD CORP COM | COM | 4K | 6K | – |
THE SCOTTS MIRACLE GRO CO HLDG CO | COM | 1K | 21K | – |
THERMO FISHER SCIENTIFIC INC | COM | 8K | 14K | – |
THERMON GROUP HLDGS INC COM | COM | 470 | 15K | – |
THORNBURG INCOME BLDR OPPORTUNITIES TR COM | ETF | 267 | 17K | – |
TJX COS INC NEW COM | COM | 364 | 3K | – |
TREX INC COM | COM | 1K | 14K | – |
TRIMBLE INC COM | COM | 3K | 48K | – |
TRINITY BIOTECH PLC SPONS ADR NEW FEB 2024 | COM | 714 | 334K | – |
UNILEVER PLC SPON ADR NEW | COM | 453 | 8K | – |
UNION PAC CORP COM | COM | 667 | 3K | – |
UNITED PARCEL SVC INC CL B | COM | 2K | 12K | – |
UNITED PARKS & RESORTS INC COM | COM | 1K | 24K | – |
UNITEDHEALTH GROUP INC COM | COM | 2K | 3K | – |
VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF | ETF | 1K | 8K | – |
VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF | ETF | 2K | 7K | – |
VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF | ETF | 5K | 103K | – |
VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD | ETF | 886 | 15K | – |
VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD | ETF | 2K | 23K | – |
VANGUARD SPECIALIZED FUNDS VANGUARD DIVIDEND APPRECIATION ETF | ETF | 681 | 4K | – |
VEEVA SYS INC CL A COM | COM | 213 | 1K | – |
VERIZON COMMUNICATIONS INC COM | COM | 453 | 11K | – |
VIATRIS INC COM | COM | 115 | 11K | – |
VISA INC COM CL A | COM | 5K | 20K | – |
WAL-MART | COM | 753 | 11K | – |
WASTE MGMT INC DEL COM | COM | 2K | 11K | – |
WATSCO INC CL A | COM | 3K | 6K | – |
WESTERN UN CO COM | COM | 167 | 14K | – |
WEYERHAEUSER CO COM | COM | 1K | 39K | – |
WILLIAMS SONOMA INC COM | COM | 2K | 8K | – |
WILLIS TOWERS WATSON PUB LTD CO SHS | COM | 997 | 4K | – |
WISDOMTREE TR INTL HEDGED QUALITY DIVID GROWTH FD | ETF | 21K | 471K | – |
WISDOMTREE TR INTL QUALITY DIVID GROWTH FD | ETF | 294 | 8K | – |
YUM BRANDS INC COM | COM | 268 | 2K | – |
ZIMMER BIOMET HLDGS INC COM | COM | 214 | 2K | – |
ZOETIS INC CL A | COM | 323 | 2K | – |