RIA IntelAdvisersOregonHUNTER INVESTMENT SERVICES LLC

HUNTER INVESTMENT SERVICES LLC

Advisory

OR

Data as of Mar 6, 2026 · Source: SEC Form ADV

Average account
$175K
across 103 accounts
AUM per adviser
$18M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$18M
Discretionary %
100%
Clients
34
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$18M
Discretionary AUM$18M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

ATHERTON INVESTMENT MANAGEMENT , LLC
$18M
THISTLE WEALTH LLC
CORVALLIS, OR
$18M
COMPASS PARTNERS LLC
PORTLAND, OR
$18M
WILD RIVERS FINANCIAL SERVICES, LLC
BROOKINGS, OR
$18M
TREELINE FINANCIAL PLANNING LLC
$18M
STRATEGIC WEALTH MANAGEMENT, LLC
BEND, OR
$19M

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