9AT: HUNTER MICHAEL INVESTMENT ADVISORS INC

HUNTER MICHAEL INVESTMENT ADVISORS INC

HUNTER MICHAEL INVESTMENT ADVISORS INC

Adviser Profile

As of Date	03/30/2026
Registration	SEC, Approved, 01/30/1998
ADV Location	RICHMOND, VA, United States
Contact Info	804 xxxxxxx
Websites

AUM^*	81,236,514 -91%
of that, discretionary	0
Number of Employees	1
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	2,321,043 -89%
% High Net Worth	32.50%
SMA’s	Yes
Private Funds	0

Adviser Type

- Pension consultant

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1B 1B 943M 755M 566M 377M 189M

2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

Founded in December 1997, Hunter Michael Investment Advisors, Inc. provides pension and investment management consulting services that are intended to assist individuals, retirement plan trustees, and other fiduciaries with the efficient management of capital. An implementation and monitoring approach is developed as a result of a planning process that includes:  An analysis of the client's priorities and objectives according to the client's sensitivity to financial risk, needs for liquidity, income and growth, and investment time horizon  The proposed allocation of the client's account into various asset classes consistent with the client’s risk parameters  The proposed selection of high-quality investment managers to manage assets within each asset class  Monitoring and reporting portfolio results that summarizes results for the account, evaluates the performance of the investment manager(s), and analyzes the portfolio's asset allocation The Advisor is owned by Mr. Dee H. Slaughter. Mr. Slaughter was born in 1950. He received his Master’s degree in 1981 from Old Dominion University and his BA from Washington & Lee University in 1972. Mr. Slaughter began providing investment consulting services to clients in 1991. A co-founder of ACG Advisory Services, Inc. Mr. Slaughter has been involved in the continuous practice of managing pension plans - their structure and investment policy - since 1978 through his employment with the City of Portsmouth

Virginia, the ICMA Retirement Corporation, Manufacturers Life Insurance Company and ACG Advisory Services, Inc. Hunter Michael Investment Advisors, Inc., designs investment portfolios for each client’s approval based on the results of the investment planning process. A client’s investment portfolio, or 401k plan investment fund lineup, is constructed using publicly traded mutual funds, exchange traded funds, and/or separate account managers. Hunter Michael seeks to identify outstanding professional investment managers to manage the security selection process for client accounts. Hunter Michael does not provide security management or selection services, nor does Hunter Michael participant in wrap fee programs. However, Hunter Michael can execute the purchase or sale of individual securities owned by a client when requested by a client. Services to clients - - whether institutional corporate plans or individuals - - are tailored to each client’s requirements. The investment planning process will shape and define the scope and nature of the services to be performed. The client approves the scope of services which are defined in the advisory agreement. Clients retain the ability to modify the scope of services, impose restrictions on the nature of the services, as well as the types of securities to be used in their accounts at any time. As of December 31, 2023, assets in client accounts totaled approximately $ 865,949,788. 1B