Broker-dealer firm · Pittsburgh, PA
Hunter Associates LLC
Hunter Associates Investment Management LLC · SEC-registered investment adviser · CRD 30177 · SEC 801-42007
At a glance
Hunter Associates LLC is an SEC-registered investment adviser based in Pittsburgh, Pennsylvania, with $1.3 billion in regulatory assets under management as of its Form ADV filed July 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 1,193 individual clients. By Form ADV it is a broker-dealer firm, ranked 153rd of 391 broker-dealer firms and 4,582nd of 17,210 SEC-registered advisers by assets.
Main office 412-471-4191hunterassociates.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.3B
- Rank among broker-dealer firms
- #153 of 391
- Rank among all SEC RIAs
- #4,582 of 17,210
- Rank in Pennsylvania
- #168 of 564
- Individual clients
- 1,193
- High-net-worth clients
- 263
- Accounts
- 2,624
- Discretionary
- 100% of AUM
- Employees
- 14
- Advisory staff
- 14
- Offices
- 2
Owners and executives on its Form ADV
- Bradley John MarshallCFO, Treasurer, Director
- Erica Lynn SnyderPresident,ceo,director
- Robert Spittal III McCullochVice President,director
- Patrick James ClarkCCO
Custody and brokerage
Broker-dealer
Hybrid RIA
Hunter Associates LLC is a hybrid RIA: 13 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 263 | $972M | 73% |
| Individuals | 930 | $247M | 18% |
| Charitable organizations | 26 | $75M | 6% |
| Corporations or other businesses | 15 | $43M | 3% |
| Pension and profit sharing plans | 6 | $2M | <1% |
Disciplinary disclosures
Hunter Associates LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hunterassociates.com ↗
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The full record on Hunter Associates LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 114 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Hunter Associates LLC manage?
Hunter Associates LLC reports $1.3 billion in regulatory assets under management across 2,624 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 30, 2026.
What kind of firm is Hunter Associates LLC?
Hunter Associates LLC is a broker-dealer firm by its Form ADV answers. The firm is itself registered as a broker-dealer as well as an investment adviser.
Who are Hunter Associates LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($972 million, 263 clients); individuals ($247 million, 930 clients); charitable organizations ($75 million, 26 clients).
Does Hunter Associates LLC have any disciplinary history?
Hunter Associates LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hunter Associates LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →