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Hunter Capital Management

Updated today

Client assets under management

$750,965,228

Clients

485

100% high-net worth

Advisors

7

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

69

High

Average account size

$1,548,382

About

Hunter Capital Management is an SEC‑registered investment adviser with roughly $1.09 billion in total assets under advisement and a seven‑advisor team that serves individuals, retirement plans, trusts, estates, charitable organizations, corporations and investment companies. The firm provides discretionary portfolio management through sponsored pooled vehicles and private funds, a registered mutual fund for which it serves as adviser, and limited non‑discretionary investment advice for client accounts maintained at Schwab.

HCM’s offerings include a mix of separately managed strategies and pooled vehicles: the firm sponsors a wrap fee program, manages privately offered funds (one Subadvised Fund allocates a portion of its assets to commodity interests via a subadviser), and acts as adviser to a registered mutual fund. Its disclosure materials state that HCM may act as general partner or manager of private funds, determine valuations for fund assets, and receive management and performance‑based fees, while client advisory accounts generally receive client‑directed, limited advice.

Compared with many team firms, HCM combines a relatively large asset base per advisor with formal fund‑sponsoring and syndication activities rather than focusing only on individual portfolio management. The brochure also emphasizes the principals’ prior fund management experience and the firm’s use of commodity allocations in at least one private vehicle, and it discloses potential conflicts tied to valuation authority, performance fees, and recommending the firm‑advised mutual fund to clients.

Client services

Portfolio management

Expertise

Wealth management Private / alternative investments

Occupation focus

Founder/Business Owner Executive

Fee options

Performance-based

Performance-based fees are charged for Private Funds as described in their Offering Documents; typically a management fee based on net asset value plus potential performance fees; the firm may receive a share of performance fees from subadvised funds.

Other

Account minimum: $25,000

Main office location

Hunter Capital Management

377 E. Butterfield Road, Suite 220

Lombard IL 60148, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Illinois · Kansas · Massachusetts · Michigan · Missouri · Texas · Virginia

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

Robert P

Series 63, Series 66

Lombard, IL

Hunter Capital Management

Robert Perkins is a financial advisor at Hunter Capital Management with 44 years of industry experience. He has held positions at Perkins Investment Management LLC, Janus Distributors LLC, and PWMCO, LLC prior to joining Hunter Capital Management in 2020. Perkins holds Series 63 and Series 66 designations. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a mutual fund, and privately offered pooled vehicles, with a value-oriented equity investment approach and a team of five advisors.

Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Benjamin W

ChFC®, Series 63, Series 65

Lombard, IL

Hunter Capital Management

Benjamin Wilson is a financial advisor at Hunter Capital Management with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Hunter Capital Management in 2020, he worked at PWMCO, LLC for 11 years. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a mutual fund, and private pooled vehicles, employing a value-oriented equity strategy and utilizing a commodity subadviser within one private fund.

Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Jeffrey K

CFA®, Series 63, Series 66

Lombard, IL

Hunter Capital Management

Jeffrey Kautz is a CFA® charterholder with nine years of industry experience. He is currently with Hunter Capital Management, where he has worked since 2025, following a nine-year tenure at Ballast Equity Management. Hunter Capital Management is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets through separate accounts, a mutual fund, and private pooled vehicles, employing value-oriented equity strategies and unique structures such as commodity subadvisers within private funds.

Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Colin P

CFA®, Series 66

Lombard, IL

Hunter Capital Management

Colin Plunkett is a CFA® charterholder and holds a Series 66 license. He has been with Hunter Capital Management since 2024 and has prior experience at Bank of America, Merrill, Morningstar, First Trust Portfolios, and the University of Chicago. Hunter Capital Management is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm employs value-oriented equity strategies across separate accounts, a registered mutual fund, and private pooled vehicles, and is notable for combining registered and private funds with a wrap-fee program and a commodity subadviser within one of its private funds.

Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Randall H

Series 63, Series 65, Series 66

Lombard, IL

Hunter Capital Management

Randall Hughes is a financial advisor at Hunter Capital Management with nine years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has been with Ballast Equity Management since 2016. Hunter Capital Management is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a mutual fund, and private funds, employing value-oriented equity strategies and a commodity subadviser within one private fund.

Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Peter L

Series 66

Lombard, IL

Hunter Capital Management

Peter Lisnic is a financial advisor at Hunter Capital Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Hunter Capital Management since 2021, following a seven-year period operating under his own name. Hunter Capital Management is an SEC-registered investment adviser that serves high-net-worth individuals, pooled investment vehicles, and institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Wealth management Private / alternative investments Founder/Business Owner Executive
user avatar

Gregory W

Series 63, Series 66

Lombard, IL

Hunter Capital Management

Gregory Wolf is a financial advisor at Hunter Capital Management in Lombard, IL, with 44 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at PWMCO, LLC for 17 years before joining Hunter Capital Management in 2020. Hunter Capital Management is an SEC-registered investment adviser serving high-net-worth individuals, pooled investment vehicles, and other institutional clients. The firm manages assets across separate accounts, a registered mutual fund, and private pooled vehicles, employing value-oriented equity strategies and a unique commodity subadviser arrangement within one private fund.

Wealth management Private / alternative investments Founder/Business Owner Executive
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