$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-30-2025
- Office Locations
- 1
Office Locations
-- Sumter SC
About SE Hunt Capital, LLC
SE Hunt Capital, LLC is a retail RIA providing financial and investment planning, asset allocation, and charitable giving guidance, with a stated focus on entrepreneurs. Portfolios are primarily implemented with ETFs, and the firm reports custody via Altruist (and Truist Bank).
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$310.0K AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STEPHEN EDWARD HUNT JR.
Chief Compliance Officer, FOUNDER
- CRD
- #4290311
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,550,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,550,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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