SE Hunt Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,550,000
Clients
5
0% 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
5
Very LowAverage account size
$310,000
About
SE Hunt Capital is a state-registered independent investment adviser that provides discretionary investment management and integrated wealth-management and financial planning to individuals, high-net-worth individuals, trusts, estates, and businesses. The firm implements portfolios using ETFs, individual stocks and bonds and may recommend low-cost mutual funds or Independent Managers for portions of client assets.
The firm relies on fundamental analysis with a primarily long-term orientation while permitting shorter-term trades for rebalancing or client cash needs; portfolios are tailored to clients’ goals, risk tolerance and tax considerations. The sole advisor’s quantitative background and prior operations research experience inform the firm’s internal due diligence, portfolio construction, and ongoing monitoring processes.
SE Hunt operates as a very small, recently established single-advisor practice that concentrates investment oversight, client contact and compliance responsibilities in one person and manages a limited number of discretionary client relationships. The firm maintains an institutional relationship with its custodian (providing software and systems support), does not accept proxy-voting responsibility, and does not charge performance-based fees.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001+: 0.25% annually
Fee-only: Wealth management fees based on blended tiered percentage of assets under management
Main office location
SE Hunt Capital, LLC
Sumter SC, United States
Number of offices
1
Most active in
SE Hunt Capital, LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
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.
Forms ADV
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