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Ian Kirk Hunter

CFA
HUNTER VALUE CAPITAL
Dallas, TX
·CRD# 5172587·17 years registered

Professional Summary

Ian Kirk Hunter, CFA, who also goes by Ian K Hunter, is a registered financial advisor currently at HUNTER VALUE CAPITAL LLC located in Dallas, Texas. Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Ian has worked at 2 firms and has passed the Series 63, Series 87 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ian K Hunter

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFA
Chartered Financial Analyst

Years of Experience

17 years registered in the securities industry

Current & Past Employments

Current

HUNTER VALUE CAPITAL LLCCurrent·CRD# 298289
RIA
5050 Quorum Drive, Suite 700-#461, Dallas, TX 75254
December 18, 2018 - Present

Past

OPPENHEIMER & CO. INC.Past·CRD# 249
BD
New York, NY
October 21, 2009 - February 22, 2010

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Current Firm

HV
HUNTER VALUE CAPITAL LLC

HUNTER VALUE CAPITAL | HUNTER VALUE CAPITAL, LLC | HUNTER VALUE CAPITAL LLC

CRD#: 298289
California
Registered Investment Advisory firm - California (4/12/2021 Approved)
Texas
Registered Investment Advisory firm - Texas (12/18/2018 Approved)

Contact Information

Main Address

5050 Quorum Drive Suite 700-461, Dallas, TX 75254

Phone Number

(347) 352-6590

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

22

AUM (Assets Under Management)

$15,982,624

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Ian Hunter from time to time performs management and/or financial consulting in a non-advisory, non investment-related capacity for companies, doing business as the managing member of a single-member LLC called Mustang Square Ventures, LLC. This business currently has no ongoing clients. When engaged, these activities can involve up to 10 hours per month, with up to 5 of these hours during securities trading hours per month. Mr. Hunter's activities with Mustang Square Ventures, LLC began in February 2019. Business Address: Carrollton, TX 75007.

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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.
IAR
California
(4/12/2021)
IAR
Texas
(12/18/2018)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 2009About the Series 63 exam

Series 87 — Research Analyst Exam - Part II Regulations Module

Passed Feb 2010About the Series 87 exam

Series 7 — General Securities Representative Examination

Passed Oct 2009About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ian Kirk Hunter's CRS (Customer Relationship Summary).

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