Asset manager · Crozet, VA
Hunter Lewis LLC
SEC-registered investment adviser · CRD 304985 · SEC 801-117308
At a glance
Hunter Lewis LLC is an SEC-registered investment adviser based in Crozet, Virginia, with $395 million in regulatory assets under management as of its Form ADV filed April 9, 2026. Its largest client group by assets is other, and it reports 13 individual clients. By Form ADV it is a asset manager, ranked 1,803rd of 3,218 asset managers and 8,862nd of 17,210 SEC-registered advisers by assets.
Main office 434-996-0370hunterlewisllc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $395M
- Rank among asset managers
- #1,803 of 3,218
- Rank among all SEC RIAs
- #8,862 of 17,210
- Rank in Virginia
- #157 of 300
- Individual clients
- 13
- High-net-worth clients
- 8
- Accounts
- 19
- Discretionary
- 71% of AUM
- Employees
- 7
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Henry H. LewisChief Compliance Officer, LLC Deputy Manager
- Peter E. HufnagelTrustee for the Hunter Lewis 2013 Trust, the Sole Member of Hunter Lewis LLC
- Ila L. KimataLLC Manager
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | – | $193M | 49% |
| Corporations or other businesses | – | $115M | 29% |
| Charitable organizations | – | $52M | 13% |
| High-net-worth individuals | 8 | $30M | 8% |
| Individuals | 5 | $3M | <1% |
| Pooled investment vehicles | 1 | $2M | <1% |
Private funds
Hunter Lewis LLC reports 1 private funds with $2M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Hunter Lewis 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 pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
How it’s paid
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hunterlewisllc.com ↗
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The full record on Hunter Lewis 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, 6 years of filings
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- Growth over one, three and five years
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- Rank against 975 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
- 1Locked
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Background
Questions
How much does Hunter Lewis LLC manage?
Hunter Lewis LLC reports $395 million in regulatory assets under management across 19 accounts, 71% of it on a discretionary basis, on its Form ADV filed April 9, 2026.
What kind of firm is Hunter Lewis LLC?
Hunter Lewis LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Hunter Lewis LLC’s clients?
By assets, its largest client types are other ($193 million); corporations or other businesses ($115 million); charitable organizations ($52 million).
Does Hunter Lewis LLC manage private funds?
Yes. It reports 1 private funds with $2 million in gross assets, including other private funds.
Does Hunter Lewis LLC have any disciplinary history?
Hunter Lewis 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 Lewis 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 (2026-04-09), 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 →