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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Element
- Established Date
- 12-18-2018
- Office Locations
- 1
Office Locations
About Hunter Value Capital LLC
Hunter Value Capital is an independent, fee-only financial planning firm serving business owners. For retirement-focused planning, it builds diversified portfolios primarily with ETFs. For select clients, HVC runs a concentrated, long-only micro/small-cap value strategy (typically 8-20 stocks) driven by in-house fundamental research in owner-managed, moat-backed companies, including spinoffs and restructurings, with an emphasis on avoiding permanent capital loss.
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Owner & Executives
IAN KIRK HUNTER
Director, Managing Member
- CRD
- #5172587
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,982,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,982,624 | -- |
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Separately Managed Accounts
Total SMA Asset: $15,982,624
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,050,787,092 | 23.7% |
| Public Funds | $1,488,334,936 | 17.2% |
| Equity - OTC | $2,864,179,440 | 33.1% |
| Cash | $2,249,808,624 | 26.0% |
| Total | $8,653,110,092 | 100.0% |