Charles Leedy
Hunter Street Investment Advisors · Apex, North Carolina
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.
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Facts
| Firm | Hunter Street Investment Advisors |
|---|---|
| Based in | Apex, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $166.4M across 889 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NC · CRD 1012440 |
| Exams passed | Series 63 (1984) · Series 65 (2023) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.hsiadvisors.net |
| Profile |
How Charles's firm compares
- Hunter Street Investment Advisors's average account is about $187,000, from its Form ADV (assets managed divided by 889 accounts).
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Questions about Charles
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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