← Tributary

HUNTER STREET INVESTMENT ADVISORS LLC

APEX, NC · CRD 145334 · IAPD ↗ · hsiadvisors.net · 919-589-4040

$166.4MRegulatory AUM
7Advisory reps
8Employees
350Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — HUNTER STREET INVESTMENT ADVISORS LLC (APEX, NC) is newly SEC-registered with $112.0M RAUM and 8 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.