Wealth manager, wrap-program sponsor · Lombard, IL
Hunter Capital Management
Hunter Perkins Capital Management, LLC · SEC-registered investment adviser · CRD 309050 · SEC 801-118729
At a glance
Hunter Capital Management is an SEC-registered investment adviser based in Lombard, Illinois, with $1.1 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 485 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 1,416th of 8,915 wealth managers and 5,109th of 17,210 SEC-registered advisers by assets.
Main office 312-341-9727huntercapitalmanagement.comAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among wealth managers
- #1,416 of 8,915
- Rank among all SEC RIAs
- #5,109 of 17,210
- Rank in Illinois
- #242 of 684
- Individual clients
- 485
- High-net-worth clients
- 485
- Accounts
- 537
- Discretionary
- 68% of AUM
- Employees
- 12
- Advisory staff
- 8
- Offices
- 2
Owners and executives on its Form ADV
- Richard P. RovettoChief Compliance Officer
- Benjamin L. WilsonPresident
- Alec H. PerkinsCEO
- Thomas A. McDonnellMember
- Thomas M. PerkinsMember
Custody and brokerage
Custodian
Hunter Capital Management’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 485 | $751M | 69% |
| Corporations or other businesses | 20 | $102M | 9% |
| Charitable organizations | 19 | $91M | 8% |
| Pooled investment vehicles | 2 | $86M | 8% |
| State or municipal government entities | 5 | $55M | 5% |
| Investment companies | 2 | $3M | <1% |
| Pension and profit sharing plans | 4 | $1M | <1% |
Private funds
Hunter Capital Management reports 1 private funds with $16M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Hunter Capital Management reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗huntercapitalmanagement.com ↗
AtlasMembers
The full record on Hunter Capital Management
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, 5 years of filings
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- Growth over one, three and five years
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- Rank against 3,329 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hunter Capital Management manage?
Hunter Capital Management reports $1.1 billion in regulatory assets under management across 537 accounts, 68% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Hunter Capital Management?
Hunter Capital Management is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Hunter Capital Management’s clients?
By assets, its largest client types are high-net-worth individuals ($751 million, 485 clients); corporations or other businesses ($102 million, 20 clients); charitable organizations ($91 million, 19 clients).
Does Hunter Capital Management manage private funds?
Yes. It reports 1 private funds with $16 million in gross assets, including private equity funds.
Does Hunter Capital Management have any disciplinary history?
Hunter Capital Management 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 Capital Management’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 (2026-03-31), 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 →