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HUNTER LEWIS LLC

CROZET, VA · CRD 304985 · IAPD ↗ · 434-996-0370

$394.6MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
1Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — HUNTER LEWIS LLC reported RAUM up 75% ($226.0M -> $394.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
44
April 2025 — HUNTER LEWIS LLC notice-filed in CO, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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