Hunter Street Investment Advisors LLC logo

Hunter Street Investment Advisors LLC

Updated today

Client assets under management

$166,377,939

Clients

352

1% high-net worth

Advisors

8

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

44

Low

Average account size

$472,665

About

Hunter Street provides investment advice and planning to individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations and other business entities, offering discretionary portfolio management, financial planning and retirement‑plan consulting. The firm also works with clients on tax coordination and fiduciary services as part of its broader advisory offering.

Accounts are typically managed on a discretionary basis and individualized through asset‑allocation strategies that use equities, ETFs, mutual funds, fixed income and derivative instruments; the firm monitors portfolios continuously and rebalances as client circumstances or market conditions change. Its stated investment toolkit explicitly includes option trading (both covered and uncovered), margin strategies and short‑term trading, alongside manager due diligence and tactical allocation informed by staff experience in futures, options and private‑market investing.

Noteworthy features relative to many peers include an affiliated tax advisory business owned by a firm representative who devotes a substantial portion of his time to that firm (a disclosed potential conflict of interest), and use of a third‑party platform to monitor and rebalance held‑away employer retirement accounts without custodial access. The firm also discloses receipt of research and brokerage‑related services through its custodian, does not vote client proxies, and operates with a multi‑credentialed advisory team.

Client services

Financial planning Portfolio management 3rd party tax preparation

Expertise

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive University Employee Self-Employed

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Fee options

Percentage

$0 - $250,000: 1.40% $250,001 - $500,000: 1.30% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,500,000: 1.10% $2,500,001 - $5,000,000: 1.00% $5,000,001+: 0.90%

Project-based

$150 per hour for additional financial planning work

Other

Fee-only: Financial Planning Program $1,800 annually; Hourly fees $150 per hour

Main office location

Hunter Street Investment Advisors LLC

56 Hunter Street, Suite 210

Apex NC 27502, United States

Number of offices

1

Most active in

Illinois · New York · North Carolina

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

William L

Series 66

Apex, NC

Hunter Street Investment Advisors LLC

William Laundon is a financial advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2013 before joining Hunter Street in 2024. Hunter Street serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a variety of analytical methods and strategies, combining institutional and alternative-markets experience to manage approximately $133.6 million in client assets.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Joseph M

CFP®, ChFC®, Series 63, Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Joseph Malfeo is a CFP® and ChFC® with 20 years of industry experience. He is currently with Hunter Street Investment Advisors LLC and has worked at Command Capital Management LLC since 2007. Malfeo’s prior business activities included serving as registered agent and income tax filer for several real estate investment entities, though he no longer holds those roles. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs diverse investment strategies incorporating fundamental, technical, and cyclical analysis, and combines institutional and alternative-markets experience among its team.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Daniel C

Series 66

Apex, NC

Hunter Street Investment Advisors LLC

Daniel Conklin is a financial advisor at Hunter Street Investment Advisors LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones from 2015 to 2023. Hunter Street serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs multiple analytical methods and a variety of investment strategies, combining institutional and alternative-markets experience with credentialed specialists.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Matthew M

Series 63, Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Matthew Maiers is a financial advisor with Hunter Street Investment Advisors LLC in Apex, NC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at Hobart Private Capital, Raymond James Financial Services, and Flexible Plan Investments. He serves on the finance committee of the Knights of Columbus, a nonprofit organization, where he contributes to fundraising financial reporting. Hunter Street Investment Advisors serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach, including fundamental and technical analysis, options strategies, and active trading, and manages approximately $133.6 million in client assets.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Michael O

Series 63, Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Michael O’Rourke is a financial advisor with Hunter Street Investment Advisors LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Hunter Street since 2021 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Co. He also serves as a volunteer estate executor. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, providing discretionary portfolio management, financial planning, and retirement consulting. The firm employs multiple methods of analysis and a range of strategies, combining institutional and alternative-markets experience with credentialed specialists.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Charles L

CFA®, Series 63, Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Charles Leedy is a CFA® charterholder with 11 years of industry experience, currently serving as a financial advisor at Hunter Street Investment Advisors LLC since 2023. Prior to joining Hunter Street, he worked for eight years at Novant Asset Management, an RIA. Hunter Street Investment Advisors serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a multi-method investment approach that includes fundamental and technical analysis, active trading, and options strategies, drawing on a team with diverse institutional and alternative-markets experience.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Kevin C

Series 65

Apex, NC

Hunter Street Investment Advisors LLC

Kevin Cochran is a financial advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at several firms including Verity Asset Management and Raleigh Wealth Solutions. Outside of his advisory role, Mr. Cochran occasionally teaches pickleball private lessons and clinics. Hunter Street Investment Advisors serves individual and high-net-worth households as well as retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm employs a range of investment strategies and combines institutional and alternative-markets experience across its team.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
user avatar

George N

Series 65

Apex, NC

Hunter Street Investment Advisors LLC

George Nowack is a Series 65-licensed advisor at Hunter Street Investment Advisors LLC with 12 years of industry experience. He previously worked at Lenger Capital, Inc. for six years and has been employed at the U.S. Treasury Department - Internal Revenue Service since 2010. Hunter Street serves individual and high-net-worth households, retirement plans, trusts, charities, and business entities, offering discretionary portfolio management, financial planning, and retirement consulting. The firm utilizes multiple methods of analysis and a range of strategies, combining institutional and alternative-markets experience among its team of eight advisors.

Active portfolio management Options & derivatives strategies Retirement income strategy Tax-loss harvesting Founder/Business Owner Executive University Employee Self-Employed Approaching retirement Established Professionals Mid-Career Professionals
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")