AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
SH

Susan J. Hunter

5C CAPITAL MANAGEMENT
Mount Pleasant, SC
Some features on this profile are disabled
CRD#: 5308219
SH

Professional summary

Susan Jean Hunter, who also goes by Susan Jean Latour, is a registered financial advisor currently at 5C CAPITAL MANAGEMENT, LLC located in Mount Pleasant, South Carolina.

Susan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Susan has worked at 3 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Susan Jean Latour

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 Susan Jean Hunter'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

March 16, 2017 - Present

5C CAPITAL MANAGEMENT, LLC

RIA
CRD#: 284213
Mount Pleasant, SC
Past

July 18, 2011 - June 1, 2017

CLARK DODGE ASSET MANAGEMENT, LLC

RIA
CRD#: 154822
WHITE PLAINS, NY
Past

March 16, 2007 - October 4, 2011

RETIREMENT COUNSELING ASSOCIATES, LLC

RIA
CRD#: 128174
WESTPORT, CT

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".
5C
5C CAPITAL MANAGEMENT, LLC
5C CAPITAL MANAGEMENT, LLC

CRD#: 284213 / SEC#: 801-108825

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

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
New Jersey
(3/16/2017)

Exams

Current Firm

5C
5C CAPITAL MANAGEMENT, LLC
5C CAPITAL MANAGEMENT, LLC

CRD#: 284213 / SEC#: 801-108825

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
50 Tice Boulevard Suite A32, Woodcliff Lake, NJ 07677
Mailing Address
Phone number
(347) 331-0648
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

5C CAPITAL MANAGEMENT, LLC FORM ADV PART 2A DECEMBER 31, 2024 (3/21/2025)

Regulatory assets under management

Total Number of Accounts1,833
AUM (Assets Under Management)$ 537,448,475

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

5C CAPITAL MANAGEMENT, LLC

CRD#: 284213Mount Pleasant, SC

TRUST BUT VERIFY

Monitor Susan Hunter

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.