# Charles Leedy

> Charles Leedy is a fee-only financial advisor at Hunter Street Investment Advisors in Apex, North Carolina, who holds the CFA credential. Hunter Street Investment Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/charles-leedy/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Hunter Street Investment Advisors
- **Based in:** Apex, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $166.4M across 889 accounts
- **Credentials:** CFA
- **CRD:** 1012440 (https://adviserinfo.sec.gov/individual/summary/1012440)
- **SEC registration:** Investment adviser representative in NC
- **Exams passed:** Series 63 (1984), Series 65 (2023)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.hsiadvisors.net

## Frequently asked questions

### Is Charles Leedy a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Hunter Street Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Charles charge for financial advice?

Charles's firm, Hunter Street Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Charles Leedy based?

Charles Leedy is based in Apex, North Carolina.

### What credentials does Charles Leedy hold?

Charles Leedy holds the CFA credential.

### Is Charles Leedy registered with the SEC?

Yes. Charles Leedy is registered as an investment adviser representative in NC (CRD 1012440), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Hunter Street Investment Advisors manage?

Hunter Street Investment Advisors reports $166.4M across 889 accounts in assets under management.

### How do I contact Charles Leedy?

Through Charles's website, www.hsiadvisors.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1012440): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.