DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
H••••• L•••• L••
Latest filing Apr 9, 2026
First filing on the tape Aug 8, 2019 · 17 filings
SEC status approved since Sep 12, 2019
RAUM
$395M
reported, Item 5.F
Discretionary
71%
of RAUM
Private clients
8.4%
$33.1M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$197M
derived; firm RAUM over IAPD count
Employees
7
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
17 filings and snapshots on the tape
RAUM$395M as of Apr 9, 2026
Mar 16, 2020$205M then
HNW client RAUM$30.4M as of Apr 9, 2026
Mar 31, 2023$554,239 then
State-registered IARs (5.B.3)1 as of Apr 9, 2026
Mar 16, 20201 then
Employees (5.A)7 as of Apr 9, 2026
Mar 16, 20208 then
Private funds1 as of Apr 9, 2026
Jan 13, 20221 then
RAUM +75% over the last fiscal year+16% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Apr 9, 2026; every figure names its basis
- RAUM per advisor
- $197MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 7derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.8MderivedHNW RAUM over HNW clients
- Average account
- $20.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 71%derivedof RAUM
- Institutional
- 13%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +75%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, portfolio management for pooled vehicles, pension consultingreportedItem 5.G
- Custody
- $2.3M, 2 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$115M57%
- Charitable organizations$52.0M26%
- High-net-worth individuals$30.4M15%
- Individuals$2.6M1.3%
- Pooled investment vehicles$2.3M1.2%
- Individual clients
- 5reported
- HNW clients
- 8reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 19reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.3M for 2 clientsreported
- Compensation
- fixedreported
- Class basis
- private_client_share=0.08 fund_share=0.01 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| S•••••••• B••••••••Chartered Financial Analyst | Crozet, Va | Feb 11, 2021 | 30 y | 0 |
| I•••• L•••• W••••Chartered Financial Analyst | Crozet, Va | Jun 30, 2026 | 11 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| G••••• M••••••• L•• | Other Private Fund | $1.2M | 4 | Jan 13, 2022 |
Owners and control persons
Schedule A and B, latest filing
- H•••••••• P••••• E••••• · Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••controlsince 07/2022 · owns less than 5%
- L••••• H••••• H••••• · Chief Compliance Officer, Chief Executive Officer, LLC Managercontrolsince 07/2018 · owns less than 5%
- R•••••• M•••••• A•••••• · Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••controlsince 03/2021 · owns less than 5%
- H•••••••• P••••• E••••• · Trustee Of Ownercontrolsince 07/2022 · owns F of T•• H••••• L•••• 2••• T••••
- R•••••• M•••••• A•••••• · Trustee Of Ownercontrolsince 03/2021 · owns F of T•• H••••• L•••• 2••• T••••
Entity owners
- T•• H••••• L•••• 2••• T•••• · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Crozet, Va · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- discretionary share shiftChange between filings · filing Apr 9, 2026discretionary share of RAUM moved from 100.0% to 71.0% between the annual amendments of 2025-03-26 and 2026-04-09peers: other advisers, $100M to $500M (212)
- institutional asset share shiftChange between filings · filing Apr 9, 2026institutional share of RAUM moved from 23.0% to 42.0% between the annual amendments of 2025-03-26 and 2026-04-09peers: other advisers, $100M to $500M (212)
- RAUM up 50 %Change between filings · filing Apr 9, 2026RAUM (Item 5.F) moved from $226,031,370 to $394,569,396 (+75.0%) between the annual amendments of 2025-03-26 and 2026-04-09; the peer median change was +8.0% (161 comparable advisers, 93.0th percentile of changes)peers: other advisers, $100M to $500M (161) · 93% percentile
What changed
consecutive filings, newest first
- Accounts · 16 to 19Mar 26, 2025 to Mar 24, 2026
- Advisory employees · 5 to 6Mar 26, 2025 to Mar 24, 2026
- HNW clients · unset to 8.0Mar 26, 2025 to Mar 24, 2026
- Individual clients · 7 to 5Mar 26, 2025 to Mar 24, 2026
- Assets in custody · $1.1M to $2.3MMar 26, 2025 to Mar 24, 2026
- Discretionary RAUM · $226M to $280MMar 26, 2025 to Mar 24, 2026
- HNW RAUM · $24.5M to $30.4MMar 26, 2025 to Mar 24, 2026
- Individual RAUM · $6.6M to $2.6MMar 26, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $0 to $115MMar 26, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $1.1M to $2.3MMar 26, 2025 to Mar 24, 2026
- RAUM · $226M to $395MMar 26, 2025 to Mar 24, 2026
- Accounts · 14 to 16May 14, 2024 to Mar 26, 2025
- Advisory employees · 6 to 5May 14, 2024 to Mar 26, 2025
- Assets in custody · $1.2M to $1.1MMay 14, 2024 to Mar 26, 2025
- Employees · 8 to 7May 14, 2024 to Mar 26, 2025
- Financial planning clients · 0 to 0May 14, 2024 to Mar 26, 2025
- HQ city · unset to CROZETMay 14, 2024 to Mar 26, 2025
- HQ state · unset to VAMay 14, 2024 to Mar 26, 2025
- State-registered IARs · 2 to 1May 14, 2024 to Mar 26, 2025
- Discretionary RAUM · $259M to $226MMay 14, 2024 to Mar 26, 2025
- HNW RAUM · $18.6M to $24.5MMay 14, 2024 to Mar 26, 2025
- Individual RAUM · $9.5M to $6.6MMay 14, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $1.2M to $1.1MMay 14, 2024 to Mar 26, 2025
- RAUM · $259M to $226MMay 14, 2024 to Mar 26, 2025
- Accounts · 12 to 14Mar 29, 2024 to May 14, 2024
- Advisory activities · 7 to 5Mar 29, 2024 to May 14, 2024
- Individual clients · 6 to 7Mar 29, 2024 to May 14, 2024
- Assets in custody · $1.1M to $1.2MMar 29, 2024 to May 14, 2024
- Discretionary RAUM · $254M to $259MMar 29, 2024 to May 14, 2024
- HNW RAUM · $19.6M to $18.6MMar 29, 2024 to May 14, 2024
- Individual RAUM · $7.7M to $9.5MMar 29, 2024 to May 14, 2024
- Pooled vehicle RAUM · $1.1M to $1.2MMar 29, 2024 to May 14, 2024
- RAUM · $254M to $259MMar 29, 2024 to May 14, 2024
- Accounts · 8 to 12Mar 31, 2023 to Mar 29, 2024
- Advisory employees · 5 to 6Mar 31, 2023 to Mar 29, 2024
- Individual clients · unset to 6.0Mar 31, 2023 to Mar 29, 2024
- Assets in custody · $929,181 to $1.1MMar 31, 2023 to Mar 29, 2024
- Employees · 7 to 8Mar 31, 2023 to Mar 29, 2024
- Financial planning clients · 1-10 to 0Mar 31, 2023 to Mar 29, 2024
- Other offices · 1 to 0Mar 31, 2023 to Mar 29, 2024
Signals
11 dated events
- H••••• L•••• L•• reported RAUM $394.6M, up 75% from $226.0M (2025-03-26 to 2026-03-24)Mar 24, 2026 · RAUM change · derived
- E••••• P•••• H••••••• (Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••) appeared on Schedule A of H••••• L•••• L••Sep 9, 2022 · Control person joined · fact
- P••••• A••••• G•••••• (Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••) no longer on Schedule A of H••••• L•••• L•• (listed 2022-01-14, absent 2022-09-09)Sep 9, 2022 · Control person left · inference
- H•••• W•••••• L•••• (Llc Deputy Manager) no longer on Schedule A of H••••• L•••• L•• (listed 2022-01-14, absent 2022-09-09)Sep 9, 2022 · Control person left · inference
- E••••• P•••• H••••••• (Trustee Of Owner) no longer on Schedule A of H••••• L•••• L•• (listed 2021-06-21, absent 2022-01-13)Jan 13, 2022 · Control person left · inference
- P••••• A••••• G•••••• (Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••) appeared on Schedule A of H••••• L•••• L••Jan 13, 2022 · Control person joined · fact
- Antonio M••••• R••••• (Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••) appeared on Schedule A of H••••• L•••• L••Jun 21, 2021 · Control person joined · fact
- M••••• R••••• (Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••) no longer on Schedule A of H••••• L•••• L•• (listed 2021-03-29, absent 2021-06-21)Jun 21, 2021 · Control person left · inference
- Ann J••• B•••• (Associate Manager; Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••) no longer on Schedule A of H••••• L•••• L•• (listed 2020-07-14, absent 2021-03-29)Mar 29, 2021 · Control person left · inference
- M••••• R••••• (Trustee For T•• H••••• L•••• 2••• T••••, The Sole Owner Of H••••• L•••• L••) appeared on Schedule A of H••••• L•••• L••Mar 29, 2021 · Control person joined · fact
- H••••• L•••• L•• filed its initial SEC registration (Form ADV)Aug 8, 2019 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- H••••• L•••• L•• · Family Officesshared crd · office
- H••••• L•••• L•• · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Website
- hunterlewisllc.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 434-996-0370reportedpublic record, Form ADV, Apr 9, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $197Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026