Thomas M. Perkins

HUNTER CAPITAL MANAGEMENT

San Francisco, CA 94118

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CRD#: 1459679

Professional summary

Thomas Malo Perkins, who also goes by Thomas M Perkins, is a registered financial advisor currently at HUNTER CAPITAL MANAGEMENT located in San Francisco, California.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Thomas has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Thomas M Perkins

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Malo Perkins's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 6, 2021 - Present

HUNTER CAPITAL MANAGEMENT

Office #1: 3629 Sacramento St., San Francisco, CA 94118

RIA

CRD#: 309050

San Francisco, CA

Past

November 20, 2003 - December 31, 2008

PWMCO, LLC

RIA

CRD#: 8485

CHICAGO, IL

Past

November 20, 2003 - January 6, 2020

PERKINS INVESTMENT MANAGEMENT LLC

RIA

CRD#: 126925

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HUNTER CAPITAL MANAGEMENT

HUNTER CAPITAL MANAGEMENT | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | HUNTER CAPITAL MANAGEMENT, LLC

CRD#: 309050 / SEC#: 801-118729

RIA

Registered Investment Advisory firm - (5/15/2020 Approved)

Illinois

Registered Investment Advisory firm - (4/15/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/6/2021)

IAR

Illinois
(1/6/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/28/2000

Uniform Investment Adviser Law Examination

Current Firm

HUNTER CAPITAL MANAGEMENT

HUNTER CAPITAL MANAGEMENT | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | HUNTER CAPITAL MANAGEMENT, LLC

CRD#: 309050 / SEC#: 801-118729

RIA

Registered Investment Advisory firm - (5/15/2020 Approved)

Illinois

Registered Investment Advisory firm - (4/15/2020 Terminated)

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Contact information

Main Address

377 E. Butterfield Road Suite 220, Lombard, IL 60148

Mailing Address

3629 Sacramento St., San Francisco, CA 94118

Phone number

(312) 341-9727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 HUNTER CAPITAL MANAGEMENT ADVISORY SERVICES BROCHURE (3/28/2025)

2025 HUNTER CAPITAL MANAGEMENT WRAP FEE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	470
AUM (Assets Under Management)	$ 1,020,776,497

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Thomas M. Perkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Malo Perkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUNTER CAPITAL MANAGEMENT

PWMCO, LLC

PERKINS INVESTMENT MANAGEMENT LLC

Primary Firm SEC Registration

HUNTER CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/28/2000

Current Firm

HUNTER CAPITAL MANAGEMENT

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

HUNTER CAPITAL MANAGEMENT

TRUST BUT VERIFY

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