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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-2024
- Office Locations
- 1
Office Locations
About Hunter Investment Services LLC
Hunter Investment Services LLC is a Portland, OR-based advisory firm providing financial and investment planning, portfolio construction, and insurance/life insurance guidance, including business succession planning. The firm primarily implements portfolios with ETFs and mutual funds with fixed-income allocations and socially responsible themes. Reports custodial relationships with Charles Schwab and Morgan Stanley; founder-led by Kyle Richard Hunter.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
KYLE RICHARD HUNTER
Chief Compliance Officer, Managing Member
- CRD
- #1997908
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,039,492 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,039,492 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,039,492
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $603,060,117 | 11.2% |
| Public Funds | $414,603,830 | 7.7% |
| U.S. Government/Agency | $1,049,970,739 | 19.5% |
| Cash | $748,440,681 | 13.9% |
| Corporate - Investment Grade | $393,065,969 | 7.3% |
| Municipal Bonds | $1,152,275,580 | 21.4% |
| Equity - OTC | $1,023,048,413 | 19.0% |
| Total | $5,384,465,329 | 100.0% |