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Hunter Michael Investment Advisors INC

Hunter Michael Investment Advisors INC. CRD 107884

Hunter Michael Investment Advisors INC logo

CRD: 107884

Hunter Michael Investment Advisors INC

Richmond, VA, 23235
8043787640
$81.2M Total AUM
$0 Disc. AUM
-56.8% 3Y CAGR
1 Employees
40 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
01-30-1998
Office Locations
1

Office Locations

1650 Huguenot RD Midlothian VA

About Hunter Michael Investment Advisors INC

Hunter Michael Investment Advisors (HMIA) is a Virginia-based RIA providing customized, non-discretionary investment management alongside pension and 401(k) plan consulting. The firm serves retirement plan trustees, business owners, corporate executives, and professionals, helping design and operate plans, evaluate and select service providers and investment options, and support participant education. HMIA acts as a co-fiduciary with ongoing performance reporting and review.

Team overview

-- AVG AGE
$81.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
28.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age

Insights

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Client Personas

Radial oak

Custodian

Harbor

Investment Themes

Momentum vital

Investment Vehicles

Peak oak Element alpha

Services

North capital Focus quantum Catalyst Foundation Vector harbor Eagle frontier Horizon

Owner & Executives

D

DEE HUNTER SLAUGHTER

Chief Compliance Officer, Client SerVice President, Director of Operations, President

CRD
#2048039
Ownership
75% or more
(703) 372-9306
capital.insight@focuscapital.com
in linkedin.com/in/bridge-oak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
03-28-2023
03-27-2024
03-28-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $81,236,514 $2,321,043
Total $81,236,514 $2,321,043

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Separately Managed Accounts

Total SMA Asset: $81,236,514

$81.2M Total SMA
Public Funds:
43.3%
Equity - Exchange:
11.0%
Equity - OTC:
20.5%
Cash:
25.2%
Asset class Assets Assets %
Public Funds $3,031,259,821 43.3%
Equity - Exchange $770,066,005 11.0%
Equity - OTC $1,435,123,010 20.5%
Cash $1,764,151,213 25.2%
Total $7,000,600,049 100.0%

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