Hunter Investment Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,666,986
This total excludes 4 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
30
57% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$588,900
About
Hunter Investment Services LLC provides ongoing portfolio management and financial planning to individual clients (including high-net-worth individuals) and, unusually for its peer group, also serves charitable organizations and corporate/business entities. Services include the creation of individualized Investment Policy Statements and discretionary management across mutual funds, equities, fixed income, ETFs, real estate funds, private placements, annuities, and other securities.
The firm documents client goals, time horizon, and risk tolerance in an IPS and typically manages accounts on a discretionary basis with at least quarterly reviews and custodian-provided reporting. Its investment approach blends modern portfolio theory and fundamental and quantitative analysis with charting and cyclical techniques, and it uses both long‑term strategies and options trading (including covered and uncovered strategies) when suitable.
Noteworthy for an independent adviser of this size, a principal is also licensed as an insurance agent but the firm discloses it will not accept compensation for insurance sales, and the advisory client list explicitly includes corporations and charities — client types that are less common among peers. The firm requires custody at Schwab Institutional, may receive soft‑dollar research and services, does not participate in wrap programs, and does not aggregate block trades, features that can shape trade execution and access to third‑party resources.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Real estate investing
Annuities
Wealth management
Fee options
$2,000 to $7,500 for financial planning (negotiable)
1.50% annually
$150 to $400 per hour (negotiable)
Main office location
Hunter Investment Services LLC
Portland OR, United States
Number of offices
1
Most active in
Hunter Investment Services LLC has reported serving >5 clients in these states in the last 12 months.
Oregon · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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