SourcingSourcing

HUNTER MICHAEL INVESTMENT ADVISORS INC

B64
CRD 107884·SEC 801-55214·RICHMOND, VA
AUM
$81.2M
$25M-$100M
Est. Revenue
$812K
@ 1% on AUM
Est. EBITDA
$244K
@ 30% margin
Est. Deal Value
$1.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUNTER MICHAEL INVESTMENT ADVISORS INC
CRD
107884
SEC file #
801-55214
EIN
—
DBA names
—

Economics

AUM
$81.2M
AUM band
$25M-$100M
AUM trajectory
'20'26
$974.2M → $81.2M▼ -92%
Client mix
Individuals Other18
Individuals High Net Worth13
Pension Profit Sharing Plans5
Corporations4

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
RICHMOND VA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
huntermichael.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SLAUGHTER, DEE, HUNTER
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
SLAUGHTER, DEE, HUNTER
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HUNTERMICHAEL.COM
Rdap Domain Creation Date
2004-01-30T16:37:32Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
124,505
Form 5500 Compensation Trajectory 3y
2025124,505
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
124,505
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-01-28T11:59:59Z
Rdap Domain Last Changed
2026-01-29T14:32:41Z
Rdap Nameservers
Ns01.domaincontrol.comNs02.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2048039
Trust Company Affiliate
No

People (1)

1
SLAUGHTER, DEE, HUNTER
IAR · Direct Owner · 87.5%
2048039