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HUNTER CAPITAL MANAGEMENT
Legal name: HUNTER PERKINS CAPITAL MANAGEMENT, LLC
CRD 309050File 801-118729
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.09B
Above cohort median (national)
Discretionary AUM
$742.6M
Non-discretionary $346.5M
Clients
537
537 accounts
Employees
12
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 15, 2020
- Principal office
- 377 E. BUTTERFIELD ROAD, SUITE 220, LOMBARD, IL, 60148
- Phone
- 312-341-9727
- Website
- http://hunterfunds.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.09B
- Discretionary AUM
- $742.6M
- Non-discretionary AUM
- $346.5M
- Discretionary accounts
- 210
- Non-discretionary accounts
- 327
- Total accounts
- 537
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $102.0M |
| Investment companies | 2 | $2.9M |
| Charitable organizations | 19 | $90.8M |
| High net worth individuals | 485 | $751.0M |
| Pooled investment vehicles | 2 | $85.6M |
| Pension and profit sharing plans | 4 | $1.4M |
| State or municipal government entities | 5 | $55.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 12 | increased by2 |
| Apr 1, 2026 | Clients | 470 | 537 | increased by67 |
| Apr 1, 2026 | AUM | $1,020,776,497 | $1,089,104,294 | increased by$68,327,797 |
| Apr 1, 2026 | Accounts | 470 | 537 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 10 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 358 | 470 | increased by112 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $940,039,569 | $1,020,776,497 | increased by$80,736,928 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 358 | 470 | increased by112 |
| Apr 1, 2022 | Employees | 5 | 8 | increased by3 |
| Apr 1, 2022 | Clients | 361 | 358 | decreased by3 |
| Apr 1, 2022 | AUM | $801,395,051 | $940,039,569 | increased by$138,644,518 |
| Apr 1, 2022 | Accounts | 361 | 358 | decreased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HUNTER CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HUNTER CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.