Daniel Conklin
Hunter Street Investment Advisors · Apex, North Carolina
Daniel Conklin is a fee-only financial advisor at Hunter Street Investment Advisors in Apex, North Carolina. 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 |
| SEC registration | Investment adviser representative in NC, NY · CRD 6556201 |
| Exams passed | Series 66 (2015) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hsiadvisors.net |
How Daniel'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 Daniel
Is Daniel Conklin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Hunter Street Investment Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Conklin based?
Daniel Conklin is based in Apex, North Carolina.
Is Daniel Conklin registered with the SEC?
Yes. Daniel Conklin is registered as an investment adviser representative in NC and NY (CRD 6556201), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Daniel Conklin?
Through Daniel'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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