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IH

Ian K. Hunter

HUNTER VALUE CAPITAL
Dallas, TX 75254
Some features on this profile are disabled
CRD#: 5172587
IH
Ian Kirk HunterHUNTER VALUE CAPITAL

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

Aliases

Ian K Hunter

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.
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 10-30 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: 1825 Kensington Dr Carrollton, TX 75007. Additionally, Ian Hunter is licensed as an independent life and health insurance agent (this is investment-related). This can consist of receiving an inquiry from a prospect to determine which policy may be appropriate, researching available policies, and submitting a policy application. When insurance products are sold, he will conduct business as a sole proprietor. This activity will begin 4/1/2023. When engaged, these activities can involve up to 10 hours per month, with up to 3 of these hours during securities trading hours per month. He will operate any insurance sales from the following address: 1825 Kensington Dr Carrollton, TX 75007

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Kirk Hunter's 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®
CFA

Chartered Financial Analyst

Experience

Current

December 18, 2018 - Present

HUNTER VALUE CAPITAL LLC

Office #1: 5050 Quorum Drive, Suite 700-#461, Dallas, TX 75254
RIA
CRD#: 298289
Dallas, TX
Past

October 21, 2009 - February 22, 2010

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY

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

Exams

What does exam status mean?
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 12/31/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 87
Status Unavailable
Passed: 2/22/2010
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 10/20/2009
General Securities Representative Examination

Current Firm

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

CRD#: 298289 / SEC#:

California
Registered Investment Advisory firm - (4/12/2021 Approved)
Texas
Registered Investment Advisory firm - (12/18/2018 Approved)
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Contact information

Main Address
5050 Quorum Drive Suite 700-461, Dallas, TX 75254
Mailing Address
Phone number
(347) 352-6590
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 15,982,624

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.

Company Information

HUNTER VALUE CAPITAL LLC

CRD#: 298289Dallas, TX 75254

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