HUNTER MICHAEL INVESTMENT ADVISORS INC
Adviser information for HUNTER MICHAEL INVESTMENT ADVISORS INC last updated from Form ADV on March 27th, 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 | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 0 | $0 |
| Non-Discretionary | 40 | $865.9M |
| Total | 40 | $865.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 17 | $11.0M |
| HNW Individuals | 13 | $49.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $797.5M |
| Charitable organizations | 0 | $0 |
| 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 | 4 | $3.4M |
| Other | 1 | $5.0M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-55214 |
|---|---|
| SEC ERA File Number | 801-55214 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 107884 |
| Legal Entity Identifier | N/A |
Principal Office
9030 STONY POINT PARKWAYSUITE 590
RICHMOND
VA
United States
Monday - Friday, 8:30-5:00
Tel: 804-378-7640, Fax: 804-378-7646
Websites
Chief Compliance Officer
DEE H SLAUGHTER
PRESIDENT
9030 STONY POINT PARKWAY
SUITE 590
RICHMOND
VA
United States
Tel:
804 378 7640
Fax:
804 378 7646
D*********@****************M
(Full email address available in API data)
Regulatory Contact
DEE. H. SLAUGHTER
PRESIDENT
9030 STONY POINT PARKWAY
SUITE 590
RICHMOND
VA
United States
Tel:
804.378.7640
Fax:
804.378.7646
D*********@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SLAUGHTER, DEE, HUNTER | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 01/1998 | > 75% |