{"url":"https://nivawealth.com/firms/hunt-wealth-management-group-288892","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/288892","regulatoryAum":110000000,"crd":"288892","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5159193","suffix":null,"lastName":"HUNT","firstName":"DAVID","middleName":"BRIAN"},{"crd":"1215442","suffix":null,"lastName":"HUNT","firstName":"RONALD","middleName":"HARVEY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135610","legalName":"Hunt Wealth Management Group, Inc.","displayName":"Hunt Wealth Management Group","slug":"hunt-wealth-management-group-288892","website":"https://huntwealthmanagement.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"California corporation","fiscalYearEnd":"December","headquarters":{"street":"1001 Galaxy Way, Suite 203","city":"Concord","state":"CA","stateName":"California","country":"United States","postalCode":"94520"},"tradeNames":[],"registration":{"secApproved":"16 April 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":594594.5945945946,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":110000000,"discretionary":110000000,"discretionaryAccounts":276,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":155,"regulatoryAum":40000000},{"label":"High-net-worth individuals","clients":30,"regulatoryAum":70000000}],"feePrograms":[],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:49:17.68302+00:00","documents":[{"name":"FIRM BROCHURE: HUNT WEALTH MANAGEMENT ADV PART 2","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042523","versionId":1042523,"submittedOn":"2026-04-23"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1041697","versionId":1041697,"submittedOn":null},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1009914","versionId":1009914,"submittedOn":null}]},"custodians":[],"custodyNote":"Hunt Wealth Management Group does not have custody of client assets.","leadership":[{"name":"Ronald Hunt","title":"President","crd":"1215442"},{"name":"David Hunt","title":"Vice President, CCO","crd":"5159193"}],"ownership":[{"label":"Ronald Hunt","detail":"President in the 50% to 75% ownership band and a control person, since April 2009."},{"label":"David Hunt","detail":"Vice president, cco in the 50% to 75% ownership band and a control person, since April 2009."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"1001 Galaxy Way, Suite 203","city":"Concord","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"925-279-1102","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":91},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"23 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/288892/PDF/288892.pdf","brochureDate":"23 April 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1042523","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Hunt Wealth Management Group have?","answer":"Hunt Wealth Management Group has 185 clients and manages $110 million for them, as of April 2026. They include 155 individual clients and 30 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hunt Wealth Management Group offer?","answer":"Hunt Wealth Management Group provides portfolio management for individuals and small businesses.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Hunt Wealth Management Group have?","answer":"Hunt Wealth Management Group has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hunt Wealth Management Group invest in?","answer":"At the end of its last fiscal year, Hunt Wealth Management Group’s separately managed accounts held 91% exchange-traded equities, 8% cash and equivalents and 1% state and local bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hunt Wealth Management Group?","answer":"Hunt Wealth Management Group’s direct owners are Ronald Hunt (50% to 75%) and David Hunt (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 23 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hunt Wealth Management Group get paid?","answer":"Hunt Wealth Management Group is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Hunt Wealth Management Group registered with the SEC?","answer":"Yes, Hunt Wealth Management Group has been registered with the SEC as an investment adviser since 16 April 2026. Its CRD number is 288892 and its SEC file number is 801-135610.","source":"Form ADV Part 1A, Item 1, filed 23 April 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Hunt Wealth Management Group?","answer":"Hunt Wealth Management Group’s main office is at 1001 Galaxy Way, Suite 203, Concord, CA 94520. Its phone number is 925-279-1102. Its website is huntwealthmanagement.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 April 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}