Daniel E. Hutner

HUTNER CAPITAL MANAGEMENT

Manchester, VT 05254

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CRD#: 5121499

Professional summary

Daniel E. Hutner JR, who also goes by Daniel E. Hutner, is a registered financial advisor currently at HUTNER CAPITAL MANAGEMENT INC. located in Manchester, Vermont.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Daniel has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel E. Hutner

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 Daniel E. Hutner JR'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

October 26, 2012 - Present

HUTNER CAPITAL MANAGEMENT INC.

Office #1: 3546 Main Street, Manchester, VT 05254

RIA

CRD#: 107896

Manchester, VT

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".

HUTNER CAPITAL MANAGEMENT INC.

CRD#: 107896 / SEC#: 801-79521

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

New Jersey

Registered Investment Advisory firm - (12/11/2014 Terminated)

New York

Registered Investment Advisory firm - (12/8/2014 Terminated)

Vermont

Registered Investment Advisory firm - (12/8/2014 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

Vermont
(10/26/2012)

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: 9/13/2012

Uniform Investment Adviser Law Examination

Current Firm

HUTNER CAPITAL MANAGEMENT INC.

CRD#: 107896 / SEC#: 801-79521

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

New Jersey

Registered Investment Advisory firm - (12/11/2014 Terminated)

New York

Registered Investment Advisory firm - (12/8/2014 Terminated)

Vermont

Registered Investment Advisory firm - (12/8/2014 Terminated)

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Contact information

Main Address

3546 Main Street, Manchester, VT 05254

Mailing Address

Po Box 379, Manchester, VT 05254-0379

Phone number

(802) 366-8157

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HUTNER CAPITAL MANAGEMENT FORM ADV PART 2A AND B 032825 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	120
AUM (Assets Under Management)	$ 270,701,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/23/2024	Cover Page	Report
09/26/2023	Cover Page	Report
10/28/2022	Cover Page	Report

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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Daniel E. Hutner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel E. Hutner JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

HUTNER CAPITAL MANAGEMENT INC.

Primary Firm SEC Registration

HUTNER CAPITAL MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/13/2012

Current Firm

HUTNER CAPITAL MANAGEMENT INC.

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HUTNER CAPITAL MANAGEMENT INC.

TRUST BUT VERIFY

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