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Calvin Hunter Jr.

Advisor at Hunter Capital Management Inc.

Updated today

Firm

Hunter Capital Management Inc.

Location

Alpine, UT

Credentials

Series 63, Series 65

Industry experience

27 years

About

Calvin Hunter is the sole advisor at Hunter Capital Management Inc. in Alpine, Utah, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Hunter Capital Management since its founding in 1999. Hunter Capital Management provides investment supervisory services to individuals, families, trusts, estates, foundations, and certain small business retirement plans and entities. The firm employs a value-oriented, buy-and-hold investment philosophy using fundamental and technical analysis, focusing on low-cost, no-load funds and tailored client portfolios managed primarily on a discretionary basis.

Client services

Based on Hunter Capital Management Inc.

Portfolio management

Expertise

Based on Hunter Capital Management Inc.

Active portfolio management Passive / index investing

Fee options

Percentage

$0+: 0.70% annually (Directly Managed Assets) $0+: 0.35% annually (Indirectly Managed Assets)

Project-based

$50.00 per hour for general financial advice, portfolio reviews, asset allocation recommendations

Other

Fee-only: 0.70% annually for directly managed assets; 0.35% annually for indirectly managed assets

Location

Alpine, UT

Most active in

Utah

Work history

Hunter Capital Management Inc.

1999 - Present (27 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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