Hunter Perkins Capital Management, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $743M
- Clients
- 537
- Avg AUM / client
- $2.0M
- Accounts
- 537
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 149 positions, $445,574)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del | CL B NEW | $26,756 | 53,470 | 6.0% | 0.0% |
| 2 | Labcorp Holdings Inc | COM SHS | $25,283 | 90,297 | 5.67% | 0.0% |
| 3 | Equity Lifestyle Properties | COM | $25,135 | 389,989 | 5.64% | 0.0% |
| 4 | Alphabet Inc | CAP STK CL A | $20,864 | 58,382 | 4.68% | 0.0% |
| 5 | Analog Devices Inc | COM | $16,469 | 41,467 | 3.7% | 0.0% |
| 6 | Caseys Gen Stores Inc | COM | $15,107 | 19,008 | 3.39% | 0.0% |
| 7 | Eog Res Inc | COM | $12,556 | 96,783 | 2.82% | 0.0% |
| 8 | Chubb Limited | COM | $12,337 | 36,097 | 2.77% | 0.0% |
| 9 | Taiwan Semiconductor Manufac | SPONSORED ADS | $11,099 | 23,194 | 2.49% | 0.0% |
| 10 | Sanfilippo John B & Son Inc | COM | $10,507 | 122,189 | 2.36% | 0.0% |
| 11 | Black Hills Corp | COM | $10,432 | 140,213 | 2.34% | 0.0% |
| 12 | Prosperity Bancshares Inc | COM | $9,823 | 133,400 | 2.2% | 0.0% |
| 13 | General Dynamics Corp | COM | $8,652 | 24,423 | 1.94% | 0.0% |
| 14 | Merck & Co Inc | COM | $8,384 | 64,818 | 1.88% | 0.0% |
| 15 | Johnson & Johnson | COM | $7,920 | 31,183 | 1.78% | 0.0% |
| 16 | Align Technology Inc | COM | $7,368 | 43,687 | 1.65% | 0.0% |
| 17 | Columbia Bkg Sys Inc | COM | $7,279 | 227,116 | 1.63% | 0.0% |
| 18 | Jpmorgan Chase & Co | COM | $6,956 | 21,252 | 1.56% | 0.0% |
| 19 | Regeneron Pharmaceuticals | COM | $6,457 | 10,356 | 1.45% | 0.0% |
| 20 | Elevance Health Inc Formerly | COM | $6,262 | 16,191 | 1.41% | 0.0% |
| 21 | Wec Energy Group Inc | COM | $6,222 | 53,284 | 1.4% | 0.0% |
| 22 | Truist Finl Corp | COM | $5,871 | 117,851 | 1.32% | 0.0% |
| 23 | Microsoft Corp | COM | $5,787 | 15,515 | 1.3% | 0.0% |
| 24 | Msa Safety Inc | COM | $5,461 | 31,283 | 1.23% | 0.0% |
| 25 | First Cmnty Corp S C | COM | $4,987 | 152,607 | 1.12% | 0.0% |
Top 25 of 149 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 485 | $751M | 69.0% |
| Investment companies | 2 | $2.9M | 0.26% |
| Pooled investment vehicles (non-investment companies) | 2 | $85.6M | 7.86% |
| Pension and profit sharing plans | 4 | $1.4M | 0.13% |
| Charitable organizations | 19 | $90.8M | 8.33% |
| State or municipal government entities | 5 | $55.4M | 5.09% |
| Corporations and other businesses | 20 | $102M | 9.37% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $16.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Hunter Diversified Fund, Llc | Private Equity Fund | Delaware | $16.3M | 12 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin Lee Wilson | President | Chartered Financial Consultant | Apr 2020 (6y) | Less than 5% |
| Mcdonnell, Thomas, Abbott | Member | Apr 2020 (6y) | 5% – 10% | |
| Perkins, Alec, Hunter | Ceo | Apr 2020 (6y) | 25% – 50% | |
| Rovetto, Richard, Phillip | Chief Compliance Officer | Apr 2020 (6y) | Less than 5% | |
| Perkins, Thomas, Malo | Member | Jan 2021 (6y) | 5% – 10% | |
| Robert Hunter Perkins | Registered representative | Jun 2020 (6y) | ||
| Peter Lisnic | Registered representative | Apr 2021 (5y) | ||
| Gregory Erhard Wolf | Registered representative | May 2021 (5y) | ||
| Jeffrey Ronald Kautz | Registered representative | CFA | Feb 2026 (0y) | |
| Colin P Plunkett | Registered representative | CFA | Feb 2026 (0y) | |
| Randall William Hughes | Registered representative | Feb 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Perkins Malo Hunter Foundation | Charitable Foundation | Dec 1997 | A | 50% – 75% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $16.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Hunter Diversified Fund, Llc | Private Equity Fund | $16.3M | $1.0M | 12 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗