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Hunter Associates LLC

Hunter Associates LLC. CRD 30177

Hunter Associates LLC logo

CRD: 30177

Hunter Associates LLC

Pittsburgh, PA, 15219
4124714191
hunterassociates.com
$1.3B Total AUM
$1.3B Disc. AUM
8.5% 3Y CAGR
14 Employees
1,241 ADV. Clients
33 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Pershing
Clients
Retail and Institutional
Platforms
Focus pioneerMeridian +more
Established Date
07-01-1992
Office Locations
2

Office Locations

120 W. Second Street Salem OH
436 Seventh Avenue Koppers Building, 27th Floor Pittsburgh PA

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.

Team overview

49 AVG AGE
$95.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.2 yrs AVG TENURE
14 Employees
14 Advisory Reps
13 RIA Reps
33yrs Firm Age

Insights

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Full visibility includes strategy notes for pioneer optima element.
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Asset Classes

Pioneer Vector atlas Beacon Harbor Beacon

Client Personas

Pioneer Frontier Element bridge

Custodian

Vector vertex Catalyst eagle Optima Horizon ember Wave delta Oak bridge Insight Ridge horizon

Investment Themes

Glacier atlas Insight Glacier

Investment Vehicles

Horizon zenith Crest matrix

Services

Bridge delta Timber north Catalyst Timber element Frontier Timber Crest insight Fusion Signal meridian Ember timber

Technology

Optima ember Unison oak Horizon insight

Owner & Executives

P

PATRICK JAMES CLARK

Chief Compliance Officer

CRD
#5314331
Ownership
Less than 5%
(358) 461-2846
wave.catalyst@momentumcapital.com
in linkedin.com/in/harbor-catalyst
B

BRADLEY JOHN MARSHALL

Chief Financial Officer, DIRECTOR, TREASURER

CRD
#2047270
Ownership
Less than 5%
(508) 947-9522
summit.vector@valuecapital.com
in linkedin.com/in/summit-radial
P

Pioneer crest

Zenith crest focus

CRD
#33961
Ownership
3.5%
(286) 978-5541
radial.element@peakcapital.com
in linkedin.com/in/quantum-crest

Showing 2 of 4 owners & executives

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Contacts

M

MARISSA A BOUGADES

Investment Advisor

CRD
#6124516
(355) 259-2652
beacon.oak@insightcapital.com
in linkedin.com/in/zenith-bridge
R

ROBERT MICHAEL DANIEL JR

Investment Advisor

CRD
#2329620
(238) 338-5186
alpha.alpha@alphacapital.com
in linkedin.com/in/oak-timber
F

Frontier vertex

Peak capital beacon

CRD
#94784
(260) 257-1137
foundation.optima@optimacapital.com
in linkedin.com/in/oak-momentum

Showing 2 of 22 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-20-2022
08-04-2023
04-24-2024
03-31-2025
03-31-2026
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

Total SMA Asset: $1,339,005,097

$1.3B Total SMA
Equity - Exchange:
22.0%
Public Funds:
20.1%
Cash:
15.4%
U.S. Government/Agency:
16.7%
Municipal Bonds:
21.6%
Other:
4.2%
Asset class Assets Assets %
Equity - Exchange $263,182,731 22.0%
Public Funds $240,453,313 20.1%
Cash $184,227,912 15.4%
U.S. Government/Agency $199,779,619 16.7%
Municipal Bonds $258,397,590 21.6%
Other $50,243,976 4.2%
Total $1,196,285,141 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
INSIGHT DELTA VITAL FUSION MATRIX LL63QPI07 BGQZ 5.03% $108,869,564
ATLAS ALPHA MATRIX CREST 1TLV4ZXGK ULT 9.36% $86,358,169
FUSION FOUNDATION HARBOR LEGACY PIONEER X4M6IOBGQ PRT 2.94% $53,625,763
BRIDGE FUSION VALUE OPTIMA ELEMENT M6FQ3PBI4 YOL 6.69% $49,967,956
ALPHA EAGLE TIMBER PIONEER TYK7XYSPV WKUL 3.31% $17,349,414
HARBOR FOCUS ALPHA PEAK FDYCGUWLX YJA 4.54% $92,616,037
HARBOR ZENITH PIONEER RIDGE OPTIMA 5MVPGN9MR FBQ 8.42% $47,927,633
VITAL FOCUS PIONEER LEGACY IDRKT0ILY NBIY 9.70% $119,957,877

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