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Hunter Associates LLC

Updated today

Client assets under management

$1,218,817,131

Clients

1,193

22% high-net worth

Advisors

16

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

75

High

Average account size

$1,021,641

About

Hunter Associates serves a mix of individual investors (both non‑high‑net‑worth and high‑net‑worth), pension and profit‑sharing plans, charitable organizations, and corporate clients, and it also acts for pooled investment vehicles and private funds. The firm offers portfolio management (discretionary and non‑discretionary), financial planning, consulting, a manager‑of‑managers program, and historically sponsored a wrap fee program (“Hunter Portfolio Series”) that is not open to new investors.

Advisory relationships begin with a written investment policy statement developed through client discussions, and investment decisions are informed by fundamental, quantitative, and qualitative analysis across long‑ and short‑term strategies (including use of options and hedging where appropriate). Hunter Associates reports managing roughly $1.34 billion in discretionary assets, monitors accounts at least quarterly, and may allocate portions of client portfolios to selected outside managers which it regularly reviews.

Uncommonly for multi‑team firms, Hunter Associates is also a registered broker‑dealer (FINRA member) and conducts insurance agency activity, and several personnel are separately licensed as registered representatives or insurance agents—arrangements the firm discloses as potential conflicts of interest. Through affiliates (Hunter Private Capital Advisors and Hunter Private Capital I, LLC) the firm advises and manages private funds and pooled vehicles, discloses fund‑sponsor and syndication roles, and notes custody arrangements and audited financial statement procedures for those funds.

Client services

Financial planning Portfolio management Selection of other advisers Manager of managers

Expertise

Options & derivatives strategies Wealth management

Fee options

Fixed

May charge flat fees for financial planning and consulting services; fees are agreed upon prior to contract.

Percentage

$0.01 - $1,000,000.00: 0.95% annually $1,000,000.01 - $5,000,000.00: 0.75% annually $5,000,000.01+: 0.60% annually

Commissions

Separate commission compensation possible through broker-dealer services of the firm for securities and insurance products.

Other

Account minimum: $100,000

Main office location

Hunter Associates LLC

436 Seventh Avenue, Koppers Building, 27 Th Floor

Pittsburgh PA 15219-1818, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Connecticut · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Trevor D

Series 66

Pittsburgh, PA

Hunter Associates LLC

Trevor Day is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding a Series 66 designation with four years of industry experience. Prior to joining Hunter Associates in 2021, he held positions at 84 Lumber and Hefren-Tillotsen, among others. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to build portfolios, offering both discretionary and non-discretionary management alongside financial planning and consulting services.

Options & derivatives strategies Wealth management
user avatar

Erica S

CFP®, Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Erica Snyder is a CFP® professional with 27 years of industry experience, currently with Hunter Associates LLC. She has worked at Hunter Associates, Inc. since 2003 and at Hunter Private Capital Advisors, LLC since 2024. In addition to her advisory role, she is an independent insurance agent involved in the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Jodi P

Series 66

Salem, OH

Hunter Associates LLC

Jodi Powers is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding a Series 66 designation and 21 years of industry experience. She has been with Hunter Associates since 2011. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers a range of services including discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Douglas F

CFP®, Series 66

Pittsburgh, PA

Hunter Associates LLC

Douglas Finley is a CFP® with nine years of industry experience and has been with Hunter Associates LLC since 2016. He is based in Pittsburgh, PA, and also performs as a musician at various local venues outside of his advisory role. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through long- and short-term equity strategies, option writing, and a manager-of-managers program tailored to each client’s investment policy.

Options & derivatives strategies Wealth management
user avatar

John L

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

John Lynch is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and 38 years of industry experience. He has been with Hunter Associates since 1999. Hunter Associates is an SEC-registered, multi-advisor investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, consulting services, and sponsors a private fund.

Options & derivatives strategies Wealth management
user avatar

Pieter V

CFA®, Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Pieter Van De Keer is a CFA® charterholder with seven years of industry experience, currently serving as a financial advisor at Hunter Associates LLC. His prior roles include positions at Hunter Private Capital Advisors, Commonwealth Financial Network, Great Scott Financial, Vicus Capital, Inc., and BNP Paribas Fortis. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion and serving a diverse client base including high-net-worth individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to manage portfolios through various strategies and offers discretionary and non-discretionary portfolio management along with financial planning and consulting services.

Options & derivatives strategies Wealth management
user avatar

Daniel S

Series 66

Salem, OH

Hunter Associates LLC

Daniel Scarpitti is a financial advisor at Hunter Associates LLC with 13 years of industry experience. He holds a Series 66 designation and has been with Hunter Associates since 2012. Outside of his advisory role, he works as an independent insurance agent, focusing on the sale of non-variable life, health, annuity, and disability income insurance products. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion, serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

John S

Series 63, Series 65

Salem, OH

Hunter Associates LLC

John Scarpitti is a financial advisor with Hunter Associates LLC in Salem, Ohio, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Hunter Associates since 2011. Outside of his advisory role, he is involved as an independent insurance agent selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates is a multi-advisor SEC-registered investment adviser managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to build portfolios and offers discretionary and non-discretionary management, a manager-of-managers program, financial planning, and sponsors a private fund.

Options & derivatives strategies Wealth management
user avatar

Barbara L

Series 63, Series 65

Pittsburgh, PA

Hunter Associates LLC

Barbara Lovejoy is a financial advisor with Hunter Associates LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. She has been with Hunter Associates since 2003 and has practiced as a CPA since 1991. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios and offers both discretionary and non-discretionary management, including a manager-of-managers program and a private fund.

Options & derivatives strategies Wealth management
user avatar

Robert D

CFA®, Series 66

Tampa, FL

Hunter Associates LLC

Robert Daniel Jr. is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Hunter Associates LLC since 2014. He holds the Series 66 license and is based in Tampa, Florida. Hunter Associates is an SEC-registered, multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis in its investment process and offers discretionary and non-discretionary portfolio management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Christina N

Series 66

Pittsburgh, PA

Hunter Associates LLC

Christina Nassis is a financial advisor at Hunter Associates LLC with 11 years of industry experience. She holds a Series 66 designation and has previously worked at Cambridge Investment Research Advisors and Duncan Financial Group. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs fundamental, quantitative, and qualitative analysis in its investment approach and offers portfolio management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Patrick C

Series 66

Pittsburgh, PA

Hunter Associates LLC

Patrick Clark is a financial advisor at Hunter Associates LLC with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including PNC Capital Advisors and Federated Investors. Hunter Associates is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs a combination of fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

Marissa B

Series 65, Series 66

Pittsburgh, PA

Hunter Associates LLC

Marissa Bougades is a financial advisor at Hunter Associates LLC in Pittsburgh, PA, holding Series 65 and Series 66 licenses with 10 years of industry experience. She has been with Hunter Associates since 2016. Hunter Associates is an SEC-registered, multi-advisor firm managing approximately $1.2 billion for individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles. The firm employs fundamental, quantitative, and qualitative analysis to construct portfolios, offering discretionary and non-discretionary management, financial planning, and a manager-of-managers program.

Options & derivatives strategies Wealth management
user avatar

John Michael M

CFP®, Series 66

Pittsburgh, PA

Hunter Associates LLC

John Michael Mc Culloch is a CFP® professional with seven years of industry experience. He has been with Hunter Associates LLC since 2018 and previously worked at Gramercy Consultants LLC from 2015 to 2018. Outside of advising, he creates educational content through his project "Glad You Asked" on YouTube and related platforms. Hunter Associates LLC is a multi-advisor investment firm managing approximately $1.2 billion for individuals, pension plans, charitable organizations, and corporations. The firm employs a combination of fundamental, quantitative, and qualitative analysis to offer portfolio management, financial planning, and a manager-of-managers program tailored to client investment policies.

Options & derivatives strategies Wealth management
user avatar

Robert M

CFP®, Series 63, Series 65

Salem, OH

Hunter Associates LLC

Robert Mcculloch III is a CFP® professional with 44 years of experience in the financial services industry. He is currently with Hunter Associates LLC and Hunter Private Capital Advisors, LLC. In addition to his advisory work, he acts as an independent insurance agent, selling non-variable life, health, annuity, and disability income insurance products. Hunter Associates LLC is an SEC-registered, multi-advisor firm managing approximately $1.2 billion in assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, corporations, and pooled investment vehicles, employing a range of portfolio management strategies including long- and short-term equity, option writing, and a manager-of-managers program.

Options & derivatives strategies Wealth management
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