AdvisorRanked
100
Clean

HUNTER STREET INVESTMENT ADVISORS LLC

56 HUNTER STREET, APEX, NC 27502
Fiduciaryfee-onlySEC Registered
919-589-4040 HTTP://WWW.HSIADVISORS.NET CRD #145334
$166M
Assets Managed
7
Clients
8
Employees
1
Years Active
since 2025

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46112. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 1 years.

Firm Details

Legal NameHUNTER STREET INVESTMENT ADVISORS LLC
CRD Number#145334
SEC RegisteredYes
Registration Date2025-02-05
States RegisteredNC
Assets Under Management$166M
Number of Clients7
Employees8
Compensation Typefee-only
Last ADV Filing46112

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Frequently Asked Questions

Is HUNTER STREET INVESTMENT ADVISORS LLC a fiduciary?

Yes. HUNTER STREET INVESTMENT ADVISORS LLC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does HUNTER STREET INVESTMENT ADVISORS LLC charge clients?

HUNTER STREET INVESTMENT ADVISORS LLC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does HUNTER STREET INVESTMENT ADVISORS LLC have any complaints?

No. HUNTER STREET INVESTMENT ADVISORS LLC has zero complaints or disciplinary actions on file with the SEC or FINRA across 1 years of operation.

How does HUNTER STREET INVESTMENT ADVISORS LLC compare to other advisors in APEX?

HUNTER STREET INVESTMENT ADVISORS LLC has a Red Flag Score of 100/100. There are 3 registered advisory firms in APEX. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46112. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.