SourcingSourcing

HUNTER STREET INVESTMENT ADVISORS LLC

B53
CRD 145334·SEC 801-131679·APEX, NC
AUM
$166.4M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$499K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUNTER STREET INVESTMENT ADVISORS LLC
CRD
145334
SEC file #
801-131679
EIN
—
DBA names
—

Economics

AUM
$166.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$133.6M → $166.4M▲ +25%
Client mix
Individuals Other350
Individuals High Net Worth2

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'25'26
8 advisors → 7 advisors▼ -12%
Primary office
APEX NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
hsiadvisors.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MALFEO, JOSEPH, ANTHONY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MALFEO, JOSEPH, ANTHONY
MAIERS, MATTHEW, CHARLES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
HSIADVISORS.NET
Rdap Domain Creation Date
2019-08-19T16:44:10Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

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
8
Bc Firm IAR Count
8
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2030-08-19T16:44:10Z
Rdap Domain Last Changed
2025-08-21T11:57:23Z
Rdap Nameservers
Ns39.worldnic.comNs40.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3031535
Trust Company Affiliate
No

People (8)

8
MALFEO, JOSEPH, ANTHONY
IAR · Direct Owner · 62.5%
3031535
MAIERS, MATTHEW, CHARLES
IAR · Direct Owner · 37.5%
4294492
KEVIN CRAIG COCHRAN
IAR
6133001
Michael Brian O'Rourke
IAR
6890065
CHARLES DEAN LEEDY
IAR
1012440
GEORGE TAKACS NOWACK
IAR
5862120
Daniel Brian Conklin
IAR
6556201
William T Laundon
IAR
6168083