SourcingSourcing

HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC

C24
CRD 30177·SEC 801-42007·PITTSBURGH, PA
AUM
$1.34B
$1B+
Est. Revenue
$13.4M
@ 1% on AUM
Est. EBITDA
$4.0M
@ 30% margin
Est. Deal Value
$32.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CRD
30177
SEC file #
801-42007
EIN
475665331
DBA names
Hunter Associates Llc

Economics

AUM
$1.34B
AUM band
$1B+
AUM trajectory
'20'26
$612.4M → $1.34B▲ +119%
Client mix
Individuals Other930
Individuals High Net Worth263
Charitable Organizations26
Corporations15
Pension Profit Sharing Plans6

Operations

Employees (total)
14
Advisory staff (per ADV)
14
Advisory staff (5-yr trend)
'20'26
11 advisors → 14 advisors▲ +27%
Primary office
PITTSBURGH PA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
hunterassociates.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUNTER ASSOCIATES HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
HUNTER ASSOCIATES HOLDINGS, LLC
CLARK, PATRICK JAMES
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HUNTERASSOCIATES.COM
Rdap Domain Creation Date
1997-06-25T04:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001380137
Edgar Registered
Yes
Edgar Filing Count
83
Edgar First Filing Date
2006-11-08
Edgar Last Filing Date
2026-04-27
Edgar 13f Count
81
Edgar 13f Latest AUM Estimate
Filing Date2026-04-27
Accession0001380137-26-000003
Edgar Former Names
Hunter Associates inc.

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
50
Bc Firm Active IA Count
0
Bc Firm IAR Count
50
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
436 SEVENTH AVENUEKOPPERS BUILDING 27TH FLOORPITTSBURGH, PA 15219
Business
436 SEVENTH AVENUEKOPPERS BUILDING 27TH FLOORPITTSBURGH, PA 15219
Edgar EIN
475665331
Edgar Recent Filings
13F-HR2026-04-27 · 0001380137-26-000003
13F-HR2026-01-21 · 0001380137-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-24T04:00:00Z
Rdap Domain Last Changed
2026-04-25T06:06:21Z
Rdap Nameservers
Ns10.dnsmadeeasy.comNs11.dnsmadeeasy.comNs12.dnsmadeeasy.comNs13.dnsmadeeasy.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Trust Company Affiliate
No

People (4)

4
PATRICK JAMES CLARK
Executive Officer · 2.5%
5314331
BRADLEY JOHN MARSHALL
Executive Officer · 2.5%
2047270
ROBERT SPITTAL MCCULLOCH
Executive Officer · 2.5%
730963
ERICA LYNN SNYDER
Executive Officer · 2.5%
3075140