Stephanie Bosserman
Hunter Lewis · Crozet, Virginia
Stephanie Bosserman is a fee-only financial advisor at Hunter Lewis in Crozet, Virginia, who holds the CFA credential. Hunter Lewis reports charging fixed fees on its Form ADV.
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Facts
| Firm | Hunter Lewis |
|---|---|
| Based in | Crozet, Virginia |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $394.6M across 19 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 6180283 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.hunterlewisllc.com |
| Profile |
How Stephanie's firm compares
- Hunter Lewis's average account is about $20.8 million, from its Form ADV (assets managed divided by 19 accounts).
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Questions about Stephanie
Is Stephanie Bosserman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and Hunter Lewis reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, Hunter Lewis, reports charging fixed fees on its SEC Form ADV.
Where is Stephanie Bosserman based?
Stephanie Bosserman is based in Crozet, Virginia.
What credentials does Stephanie Bosserman hold?
Stephanie Bosserman holds the CFA credential.
Is Stephanie Bosserman registered with the SEC?
Yes. Stephanie Bosserman is registered as an investment adviser representative in TX and VA (CRD 6180283), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hunter Lewis manage?
Hunter Lewis reports $394.6M across 19 accounts in assets under management.
How do I contact Stephanie Bosserman?
Through Stephanie's website, www.hunterlewisllc.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
- 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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