Hunter Perkins Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled vehicles. The firm advises 1 private fund.
Hunter Perkins Capital Management reports 537 clients. They include 485 high-net-worth individuals, 20 corporations and other businesses, and 19 charitable organizations. Of its assets, 68.2% ($743M across 210 accounts) are managed with discretion; $346M across 327 accounts are not. A wrap fee program the firm both sponsors and manages holds $1.98B.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 90% | 69% |
| Investment companies | <1% | <1% |
| Pooled investment vehicles | <1% | 8% |
| Pension and profit-sharing plans | <1% | <1% |
| Charitable organizations | 4% | 8% |
| Other client typesState or municipal government entities; Corporations and other businesses | 5% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 485 | $751M | 69.0% | $1.55M |
| Investment companies | 2 | $2.88M | 0.3% | $1.44M |
| Pooled investment vehicles | 2 | $85.6M | 7.9% | $42.8M |
| Pension and profit-sharing plans | 4 | $1.41M | 0.1% | $353K |
| Charitable organizations | 19 | $90.8M | 8.3% | $4.78M |
| State or municipal government entities | 5 | $55.4M | 5.1% | $11.1M |
| Corporations and other businesses | 20 | $102M | 9.4% | $5.1M |
| Total | 537 | $1.09B | 100% | $2.03M |
- Clients
- 485
- Regulatory AUM
- $751M
- AUM share
- 69.0%
- Avg. per client
- $1.55M
- Clients
- 2
- Regulatory AUM
- $2.88M
- AUM share
- 0.3%
- Avg. per client
- $1.44M
- Clients
- 2
- Regulatory AUM
- $85.6M
- AUM share
- 7.9%
- Avg. per client
- $42.8M
- Clients
- 4
- Regulatory AUM
- $1.41M
- AUM share
- 0.1%
- Avg. per client
- $353K
- Clients
- 19
- Regulatory AUM
- $90.8M
- AUM share
- 8.3%
- Avg. per client
- $4.78M
- Clients
- 5
- Regulatory AUM
- $55.4M
- AUM share
- 5.1%
- Avg. per client
- $11.1M
- Clients
- 20
- Regulatory AUM
- $102M
- AUM share
- 9.4%
- Avg. per client
- $5.1M
Total
- Clients
- 537
- Regulatory AUM
- $1.09B
- AUM share
- 100%
- Avg. per client
- $2.03M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Hunter Perkins Capital Management charges 0.50%–2.00% a year for its Hunter Capital Management Wrap Fee Program. The fee is billed in advance and requires an account of at least $500,000.
Fee details and sources
Perkins Malo Hunter Foundation owns 50% to 75% of Hunter Perkins Capital Management. The leadership team of Hunter Perkins Capital Management includes President Benjamin Wilson and Chief Compliance Officer Richard Rovetto. It has 12 employees, 8 of them in advisory roles.
Leadership
- Benjamin WilsonPresident
- Richard RovettoChief Compliance Officer
- Alec PerkinsCEO
- Thomas McDonnellMember
- Thomas PerkinsMember
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Randall William Hughes
- Jeffrey Ronald Kautz
- Peter Lisnic
- Robert Hunter Perkins
- Colin P Plunkett
- Benjamin Lee Wilson
- Gregory Erhard Wolf
Staff
- 12 employees
- 8 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Hunter Perkins Capital Management, LLC
Perkins Malo Hunter Foundation
Control person · since December 1997
- Owns 25% to 50% of Hunter Perkins Capital Management, LLC
Alec Perkins
Control person · since April 2020
- Owns 5% to 10% of Hunter Perkins Capital Management, LLC
Thomas McDonnell
since April 2020
- Owns 5% to 10% of Hunter Perkins Capital Management, LLC
Thomas Perkins
since January 2021
Hunter Perkins Capital Management’s regulatory assets grew from $801M (March 2021) to $1.09B (March 2026); clients rose from 361 to 537 and employees from 5 to 12. Between 2020 and 2026, 2 advisory firms joined it. The largest by last filed assets was QSV Equity Investors ($113M, January 2026, the most recent).
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.09B | 537 | 12 | 2 |
| March 2025 | $1.02B | 470 | 10 | 2 |
| March 2024 | $890M | 372 | 8 | 2 |
| March 2023 | $850M | 381 | 8 | 2 |
| March 2022 | $940M | 358 | 8 | 2 |
| March 2021 | $801M | 361 | 5 | 2 |
Firms that joined
20261 joined
- QSV Equity InvestorsLast filed AUM $113M
20201 joined
- PwmcoNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Hunter Perkins Capital Management has 1 office, with 2 listed addresses in California and Illinois.
California · 1 listed address
- 3629 Sacramento St., San Francisco
Illinois · 1 listed address
- 377 E. Butterfield Road, Suite 220, LombardHQ
Contact and registration details
- Legal name
- Hunter Perkins Capital Management, LLC
- Headquarters
- 377 E. Butterfield Road, Suite 220, Lombard, IL 60148
- Website
- Not reported
- Phone
- 312-341-9727
- SEC file
- 801-118729
- Structure
- Delaware LLC
- Fiscal year end
- December
Hunter Perkins Capital Management does not have custody of client assets.
At year end, Hunter Perkins Capital Management’s separately managed accounts were mostly in funds (100%). Its reported 13F holdings for the quarter ended 30 June 2026 total $446K across 149 positions; the largest are Berkshire Hathaway Inc. Del (6.0%), Labcorp Holdings Inc. (5.7%) and Equity Lifestyle Properties (5.6%).
What the accounts hold
- Funds100%
Reported 13F holdings
- $446K
- Reported 13F value
- 149
- Positions
- 39.5%
- In the 10 largest
- +4.5%
- Value vs. prior quarter
- Berkshire Hathaway Inc. Del · CL B New6.0%
- Labcorp Holdings Inc. · Com Shs5.7%
- Equity Lifestyle Properties5.6%
- Alphabet Inc. · Cap Stk CL A4.7%
- Analog Devices Inc.3.7%
- Caseys Gen Stores Inc.3.4%
- Eog Res Inc.2.8%
- Chubb Limited2.8%
- Taiwan Semiconductor Manufac · Sponsored ADS2.5%
- Sanfilippo John B & Son Inc.2.4%
Together, the ten largest are 39.5% of reported value.
How many clients does Hunter Perkins Capital Management have?
Hunter Perkins Capital Management has 537 clients and manages $1.09 billion for them, as of March 2026. They include 485 high-net-worth individuals, 20 corporations and other businesses, and 19 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Hunter Perkins Capital Management offer?
Hunter Perkins Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hunter Perkins Capital Management charge?
Hunter Perkins Capital Management charges 0.50%–2.00% a year for its Hunter Capital Management Wrap Fee Program. The fee is billed in advance and requires an account of at least $500,000.
Source: HUNTER CAPITAL MANAGEMENT WRAP FEE PROGRAM BROCHURE (2026), filed 31 March 2026
How many financial advisors does Hunter Perkins Capital Management have?
Hunter Perkins Capital Management has 3 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 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
What does Hunter Perkins Capital Management invest in?
At the end of its last fiscal year, Hunter Perkins Capital Management’s separately managed accounts held 100% registered funds (mutual funds, ETFs, BDCs). It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hunter Perkins Capital Management have a minimum investment?
Yes, Hunter Perkins Capital Management’s minimum account size for its Hunter Capital Management Wrap Fee Program is $500K.
Source: HUNTER CAPITAL MANAGEMENT WRAP FEE PROGRAM BROCHURE (2026), filed 31 March 2026
Who owns Hunter Perkins Capital Management?
Hunter Perkins Capital Management’s direct owners are Perkins Malo Hunter Foundation (50% to 75%), Alec Perkins (25% to 50%), Thomas McDonnell (5% to 10%) and Thomas Perkins (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Hunter Perkins Capital Management get paid?
Hunter Perkins Capital Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hunter Perkins Capital Management registered with the SEC?
Yes, Hunter Perkins Capital Management has been registered with the SEC as an investment adviser since 15 May 2020. Its CRD number is 309050 and its SEC file number is 801-118729.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Hunter Perkins Capital Management?
Hunter Perkins Capital Management’s main office is at 377 E. Butterfield Road, Suite 220, Lombard, IL 60148. Its phone number is 312-341-9727.