{"url":"https://nivawealth.com/firms/hunter-street-investment-advisors-145334","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/145334","regulatoryAum":166377939,"crd":"145334","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6133001","suffix":null,"lastName":"COCHRAN","firstName":"KEVIN","middleName":"CRAIG"},{"crd":"6556201","suffix":null,"lastName":"Conklin","firstName":"Daniel","middleName":"Brian"},{"crd":"1012440","suffix":null,"lastName":"LEEDY","firstName":"CHARLES","middleName":"DEAN"},{"crd":"4294492","suffix":null,"lastName":"MAIERS","firstName":"MATTHEW","middleName":"CHARLES"},{"crd":"3031535","suffix":null,"lastName":"MALFEO","firstName":"JOSEPH","middleName":"ANTHONY"},{"crd":"5862120","suffix":null,"lastName":"NOWACK","firstName":"GEORGE","middleName":"TAKACS"},{"crd":"6890065","suffix":null,"lastName":"O'Rourke","firstName":"Michael","middleName":"Brian"}],"total":7,"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"},"history":[{"filedOn":"2025-03-28","regulatoryAum":133614755,"clients":307,"employees":8,"offices":1},{"filedOn":"2026-06-01","regulatoryAum":166377939,"clients":352,"employees":8,"offices":1}],"secFileNumber":"801-131679","legalName":"Hunter Street Investment Advisors LLC","displayName":"Hunter Street Investment Advisors","slug":"hunter-street-investment-advisors-145334","website":null,"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"North Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"56 Hunter Street, Suite 210","city":"Apex","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"27502"},"tradeNames":[],"registration":{"secApproved":"5 February 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":8,"advisory":7,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":166377939,"discretionary":166377939,"discretionaryAccounts":889,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":350},"clientTypes":[{"label":"Individuals (other than HNW)","clients":350,"regulatoryAum":136803283},{"label":"High-net-worth individuals","clients":2,"fewerThan5":true,"regulatoryAum":29574656}],"feePrograms":[{"role":"main","program":"Advisory Program","feeBasis":"ceiling","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036852","versionId":1036852,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-03-31","documentName":"HUNTER STREET INVESTMENT ADVISORS LLC RIA BROCHURE 03.27.2025","fee_rate_low":null,"fee_rate_high":1.4,"fee_negotiable":null,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial planning program","summary":"Annual fee of $1,800, included at no extra charge when household assets reach $125,000; additional hourly work is $150 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036852","versionId":1036852,"submittedOn":"2026-03-31","documentName":"HUNTER STREET INVESTMENT ADVISORS LLC RIA BROCHURE 03.27.2025"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T13:39:08.329682+00:00","documents":[{"name":"HUNTER STREET INVESTMENT ADVISORS LLC RIA BROCHURE 03.27.2025","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036852","versionId":1036852,"submittedOn":"2026-03-31"}]},"custodians":[],"custodyNote":"Hunter Street Investment Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Joseph Malfeo","title":"Managing Member, Chief Compliance Officer","crd":"3031535"},{"name":"Matthew Maiers","title":"Managing Member","crd":"4294492"}],"ownership":[{"label":"Matthew Maiers","detail":"Managing member in the 25% to 50% ownership band, since September 2019."},{"label":"Joseph Malfeo","detail":"Managing member, chief compliance officer in the 50% to 75% ownership band and a control person, since September 2007."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"56 Hunter Street, Suite 210","city":"Apex","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"919-589-4040","stateRegisteredReps":3,"otherAdviserReps":3,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":100}],"privateFunds":0},"sources":{"adv1FilingDate":"1 June 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/145334/PDF/145334.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036852","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 Hunter Street Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Hunter Street Investment Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Hunter Street Investment Advisors charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Hunter Street Investment Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Hunter Street Investment Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Hunter Street Investment Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Hunter Street Investment Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Hunter Street Investment Advisors?","answer":"Hunter Street Investment Advisors’ main office is at 56 Hunter Street, Suite 210, Apex, NC 27502. Its phone number is 919-589-4040.","source":"Form ADV Part 1A, Item 1.F, filed 1 June 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."}