Firm profile

HUNTER STREET INVESTMENT ADVISORS LLC

APEX, NCCRD 145334Latest ADV March 31, 2026

Hunter Street Investment Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Apex, NC. Its latest Form ADV filing, dated March 31, 2026, reports $166M in regulatory assets under management, 8 employees, and 889 accounts.

Assets Under Management
$166M
Employees
8
Offices
--
Total Clients
352
Primary office
APEX, NC
56 HUNTER STREET, SUITE 210, APEX, NC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJoseph A. Malfeo

Advisory services offered

3 types reported
Financial Planning Services
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 99.4% of total clients.
Top client categories% of clientsClients
1
Individuals
99.4%
350
2
HNWI
0.6%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$166Mas of March 31, 2026
Discretionary100.0%
$166M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$166M
Total Accounts889
10Y AUM Change+$54M (+48.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee44:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.