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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-1992
- Office Locations
- 2
Office Locations
About Hunter Associates LLC
Hunter Associates is a Pittsburgh-based RIA (founded 1992) serving business owners, entrepreneurs, and retirees with financial planning, portfolio construction, and ongoing investment management. The firm emphasizes a tailored, policy-driven process built for long-term horizons and disciplined decision-making during volatile markets, combining security selection with diversified ETF and fund implementations. Operates across Pennsylvania and Ohio.
Reported data analysis
What the numbers show
Between March 31, 2025 and July 30, 2026, reported AUM increased 11.4%, from $1.2B to $1.3B.
Across 5 reported observations, AUM increased 33.3% between September 20, 2022 and July 30, 2026, from $1.0B to $1.3B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 14 advisory representatives and 1,241 clients, or 88.6 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 2 reported office locations and 34 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
PATRICK JAMES CLARK
Chief Compliance Officer
- CRD
- #5314331
- Ownership
- Less than 5%
BRADLEY JOHN MARSHALL
Chief Financial Officer, DIRECTOR, TREASURER
- CRD
- #2047270
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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MARISSA A BOUGADES
Investment Advisor
- CRD
- #6124516
ROBERT MICHAEL DANIEL JR
Investment Advisor
- CRD
- #2329620
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,337,911,586 | $510,458 |
| Non-Discretionary | $1,093,511 | $364,504 |
| Total | $1,339,005,097 | $510,292 |
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Separately Managed Accounts
SMA allocation detail is available
Hunter Associates LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Hunter Associates LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.