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Hunter Street Investment Advisors LLC

Hunter Street Investment Advisors LLC. CRD 145334

Hunter Street Investment Advisors LLC logo

CRD: 145334

Hunter Street Investment Advisors LLC

Apex, NC, 27502
9195894040
www.hsiadvisors.net
$166.4M Total AUM
$166.4M Disc. AUM
-- 3Y CAGR
8 Employees
702 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
American Funds · Charles Schwab & Company · Prudential
Clients
Retail
Platforms
--
Established Date
10-17-2007
Office Locations
1

Office Locations

56 Hunter Street Suite 210 Apex NC

About Hunter Street Investment Advisors LLC

Hunter Street Investment Advisors is an independent, fee-only fiduciary RIA providing objective advice and discretionary portfolio management. The firm supports individuals and business owners/entrepreneurs with financial and wealth planning, including tax and estate planning, and builds ETF-centric asset-allocation portfolios. Custody includes Charles Schwab.

Team overview

45 AVG AGE
$23.8M AVG AUM / ADVISOR
$237.0K AVG AUM / CLIENT
3.5 yrs AVG TENURE
8 Employees
7 Advisory Reps
3 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Alpha element Crest Catalyst Catalyst Matrix focus Harbor Pioneer Oak

Client Personas

Peak north Fusion wave

Custodian

Timber Eagle beacon Wave atlas

Investment Themes

Ridge Alpha Signal frontier

Investment Vehicles

Value Pioneer

Platform

Summit Value signal

Services

Vital North Pioneer atlas Ridge Radial delta Ember bridge Pioneer crest Harbor prime Matrix

Owner & Executives

JOSEPH ANTHONY MALFEO

JOSEPH ANTHONY MALFEO

Chief Compliance Officer, Investment Advisor, Managing Member

CRD
#3031535
Ownership
50% but less than 75%
(534) 716-8826
ridge.zenith@wavecapital.com
in linkedin.com/in/glacier-zenith
MATTHEW CHARLES MAIERS

MATTHEW CHARLES MAIERS

Managing Member

CRD
#4294492
Ownership
25% but less than 50%
(788) 206-6177
crest.wave@matrixcapital.com
in linkedin.com/in/vertex-focus

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Contacts

KEVIN CRAIG COCHRAN

KEVIN CRAIG COCHRAN

--

CRD
#6133001
(405) 593-9343
vital.fusion@catalystcapital.com
in linkedin.com/in/unison-horizon
D

Daniel Brian Conklin

--

CRD
#6556201
(304) 977-3916
signal.oak@focuscapital.com
in linkedin.com/in/quantum-optima
P

Prime capital

Glacier oak unison

CRD
#93676
(244) 505-6402
pathway.legacy@zenithcapital.com
in linkedin.com/in/atlas-momentum

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-11-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $166,377,939 $187,152
Non-Discretionary $0 --
Total $166,377,939 $187,152

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Separately Managed Accounts

Total SMA Asset: $166,377,939

$166.4M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $8,733,687,108 100.0%
Total $8,733,687,108 100.0%

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