Hunter Michael Investment Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$75,021,491
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
31
42% 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
31
TypicalAverage account size
$2,420,048
About
Hunter Michael Investment Advisors, Inc. provides pension and investment consulting to individuals, retirement plan trustees, and other fiduciaries, offering portfolio design, manager selection, and ongoing monitoring. The firm works with both personal clients and corporate retirement plans, advising on plan structure, investment policy, and fiduciary responsibilities.
The firm’s process begins with an analysis of priorities, risk tolerance, liquidity needs, and time horizon to develop an asset allocation and recommend third‑party managers and investment vehicles such as mutual funds, ETFs, or separate accounts. Engagements are primarily non‑discretionary: Hunter Michael recommends allocations and managers and monitors performance, while clients retain approval of specific implementations and vote their own securities.
As of December 31, 2025 the firm reported about $81.2 million in client account assets and roughly $1.009 billion in retirement plan consulting engagements, an institutional consulting scale that is uncommon for a single‑advisor independent firm. Its sustained focus on pension consulting and serving corporate and institutional plan clients, combined with a manager‑of‑managers implementation model and largely non‑discretionary engagement structure, distinguishes its practice from many peers.
Client services
Portfolio management
Pension consulting
Expertise
Retirement plans for business owners (SEP, solo 401k)
Wealth management
Occupation focus
Retired
Founder/Business Owner
Fee options
$0 - $500,000: 1.45% $500,000 - $750,000: 1.35% $750,000 - $1,000,000: 1.25% $1,000,000 - $1,500,000: 1.15% $1,500,000 - $2,000,000: 1.00% $2,000,000+: 0.85%
Up to $350 per hour
Main office location
Hunter Michael Investment Advisors Inc
9030 Stony Point Parkway, Suite 590
Richmond VA 23235, United States
Number of offices
1
Most active in
Hunter Michael Investment Advisors Inc has reported serving >5 clients in these states in the last 12 months.
Virginia
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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