Hunter Lewis LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Crozet, VA. Its latest Form ADV filing, dated April 9, 2026, reports $395M in regulatory assets under management, 7 employees, and 19 accounts.
Top client segmentHNWI represent 57.1% of total clients.
Top client categories% of clientsClients
1
HNWI
57.1%
8
2
Individuals
35.7%
5
3
Pooled Investment Vehicles
7.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
FAMILY LLC<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$395Mas of April 9, 2026
Discretionary70.9%
$280M
71% of total RAUM70.9%
Non-discretionary29.1%
$115M
29% of total RAUM29.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$395M
Total Accounts19
10Y AUM Change+$195M (+97.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee2:1
10Y Employee Change-2 (-22.2%)
* 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.