Hunter Street Investment Advisors provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 101–250 clients last fiscal year.
Hunter Street Investment Advisors reports 352 clients. They include 350 individual clients and 2 high-net-worth individuals. Of its assets, 100.0% ($166M across 889 accounts) are managed with discretion. It advised 350 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 82% |
| High-net-worth individuals | <1% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 350 | $137M | 82.2% | $391K |
| High-net-worth individuals | Fewer than 5 | $29.6M | 17.8% | $14.8M |
| Total | 352 | $166M | 100% | — |
- Clients
- 350
- Regulatory AUM
- $137M
- AUM share
- 82.2%
- Avg. per client
- $391K
- Clients
- Fewer than 5
- Regulatory AUM
- $29.6M
- AUM share
- 17.8%
- Avg. per client
- $14.8M
Total
- Clients
- 352
- Regulatory AUM
- $166M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 350
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Hunter Street Investment Advisors charges up to 1.40% a year for its Advisory Program. The fee is billed in arrears. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning program
- Annual fee of $1,800, included at no extra charge when household assets reach $125,000; additional hourly work is $150 per hour.
Joseph Malfeo owns 50% to 75% of Hunter Street Investment Advisors. The leadership team of Hunter Street Investment Advisors includes Chief Compliance Officer Joseph Malfeo. It has 8 employees, 7 of them in advisory roles.
Leadership
Joseph MalfeoManaging Member, Chief Compliance Officer
Matthew MaiersManaging Member
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 7 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Hunter Street Investment Advisors LLC
Joseph Malfeo
Control person · since September 2007
- Owns 25% to 50% of Hunter Street Investment Advisors LLC
Matthew Maiers
since September 2019
Hunter Street Investment Advisors’ regulatory assets grew from $134M (March 2025) to $166M (June 2026); clients rose from 307 to 352 and employees were 8 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| June 2026 | $166M | 352 | 8 | 1 |
| March 2025 | $134M | 307 | 8 | 1 |
Besides its headquarters, Hunter Street Investment Advisors has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 56 Hunter Street, Suite 210, ApexHQ
Contact and registration details
- Legal name
- Hunter Street Investment Advisors LLC
- Headquarters
- 56 Hunter Street, Suite 210, Apex, NC 27502
- Website
- Not reported
- Phone
- 919-589-4040
- SEC file
- 801-131679
- Structure
- North Carolina LLC
- Fiscal year end
- December
Hunter Street Investment Advisors does not have custody of client assets.
At year end, Hunter Street Investment Advisors’ separately managed accounts were mostly in stocks (100%).
What the accounts hold
- Stocks100%
How many clients does Hunter Street Investment Advisors have?
Hunter Street Investment Advisors has 352 clients and manages $166 million for them, as of June 2026. They include 350 individual clients and 2 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 June 2026
What services does Hunter Street Investment Advisors offer?
Hunter Street Investment Advisors provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Hunter Street Investment Advisors charge?
Hunter Street Investment Advisors charges up to 1.40% a year for its Advisory Program. The fee is billed in arrears.
Source: HUNTER STREET INVESTMENT ADVISORS LLC RIA BROCHURE 03.27.2025, filed 31 March 2026
How many financial advisors does Hunter Street Investment Advisors have?
Hunter Street Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 8 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 Street Investment Advisors invest in?
At the end of its last fiscal year, Hunter Street Investment Advisors’ separately managed accounts held 100% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hunter Street Investment Advisors?
Hunter Street Investment Advisors’ direct owners are Matthew Maiers (25% to 50%) and Joseph Malfeo (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 1 June 2026
How does Hunter Street Investment Advisors get paid?
Hunter Street Investment Advisors is paid through a percentage of assets under management and hourly charges. 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
How do I contact Hunter Street Investment Advisors?
Hunter Street Investment Advisors’ main office is at 56 Hunter Street, Suite 210, Apex, NC 27502. Its phone number is 919-589-4040.