Calvin Hunter Jr.
Advisor at Hunter Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Hunter Capital Management Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hunter Capital Management Inc.
Location
Alpine, UT
Credentials
Series 63, Series 65
Industry experience
27 years
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.
Based on Hunter Capital Management Inc.
$0+: 0.70% annually (Directly Managed Assets) $0+: 0.35% annually (Indirectly Managed Assets)
$50.00 per hour for general financial advice, portfolio reviews, asset allocation recommendations
Fee-only: 0.70% annually for directly managed assets; 0.35% annually for indirectly managed assets
Alpine, UT
Utah
Hunter Capital Management Inc.
1999 - Present (27 years)
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