Ian Hunter
Hunter Value Capital · Dallas, Texas
Ian Hunter is a fee-only financial advisor at Hunter Value Capital in Dallas, Texas, who holds the CFA credential. Hunter Value Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Founders
Facts
| Firm | Hunter Value Capital |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $16.0M across 22 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 5172587 |
| Exams passed | Series 63 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.huntervalue.com |
| Profile |
How Ian's firm compares
- Hunter Value Capital's average account is about $726,000, from its Form ADV (assets managed divided by 22 accounts).
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Questions about Ian
Is Ian Hunter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ian holds no broker registration, and Hunter Value Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ian charge for financial advice?
Ian's firm, Hunter Value Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ian Hunter based?
Ian Hunter is based in Dallas, Texas.
What credentials does Ian Hunter hold?
Ian Hunter holds the CFA credential.
Is Ian Hunter registered with the SEC?
Yes. Ian Hunter is registered as an investment adviser representative in CA and TX (CRD 5172587), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hunter Value Capital manage?
Hunter Value Capital reports $16.0M across 22 accounts in assets under management.
How do I contact Ian Hunter?
Through Ian's website, www.huntervalue.com.
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
- Hunter Value Capital website : specialties, clients served, and fees, checked October 30, 2026
- 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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