Hunter Lewis LLC (Charlottesville)

Name: Hunter Lewis LLC
Address: 2300 Commonwealth Ave, Charlottesville, VA, 22901
Telephone: 434-996-0370

Hunter Lewis LLC is a large advisory firm based in Charlottesville. It manages $200 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of Virginia.

Hunter Lewis provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hunter Lewis: assets under management

The assets under management (AUM) of Hunter Lewis LLC is $200 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $200 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $28.57 million each.

Investments

The firm invests in other assets the most. They account for 90% of the total AUM. The second-largest asset type is investment and business development companies, which make up 7% of the firm’s portfolio. Investments in exchange traded securities form 3% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hunter Lewis LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Hunter Lewis serves?

The only and largest group of clients of Hunter Lewis is high net worth individuals with 1 clients and $81.45 million of assets under management. Among the 8 most similar advisory firms, Hunter Lewis has the 4th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $81.45 million for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Hunter Lewis doesn't advise any private funds.

Careers at Hunter Lewis LLC

The company employs 9 people that are either part- or full-time employees. 56 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Henry Hunter Lewis	Chief compliance officer, chief executive officer	1 Jul 2018	Other	308645
William Henry Lewis	Manager	1 Jul 2018	Other	7155141
Jody Ann Banks	Associate manager; trustee for the hunter lewis 2013 trust, the sole owner of hunter lewis llc	1 Jul 2018	Other	7155380
The Hunter Lewis 2013 Trust	Owner	1 Jul 2018	75% - 100%	xxx-xx-xxxx

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Peter Edward Hufnagel	Trustee of owner	1 Jul 2019	Other	7155711

Based in Charlottesville

The principal office where Hunter Lewis LLC performs its advisory services is located at 2300 Commonwealth Ave, Charlottesville, VA 22901, which is also the mailing address of the firm. An additional office of the firm is in Edinburg, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 434-996-0370. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at hunterlewisllc.com/.