Investment adviser · CRD 145334
HUNTER STREET INVESTMENT ADVISORS LLC
Investment adviser filing (IA)
APEX, NC, United States · Form ADV filed Jun 1, 2026
- Regulatory AUM
- $166M Form ADV · Item 5.F
- Client accounts
- 889 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 350 | $136,803,283 | 82.2% |
| High-net-worth individuals | Fewer than 5 | $29,574,656 | 17.8% |
Filing source
Form ADV 2109914 · Jun 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly
Principal office
56 HUNTER STREET, SUITE 210APEX, NC, 27502, United States
CRD 145334
Filing source
Form ADV 2109914 · Jun 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.