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HS

Hunter W. Steadley

INFLECTION CAPITAL MANAGEMENT
Portsmouth, NH 03801-4050
Some features on this profile are disabled
CRD#: 6088698
HS

Professional summary

Hunter William Steadley, who also goes by Hunter Steadley, is a registered financial advisor currently at INFLECTION CAPITAL MANAGEMENT, LLC located in Portsmouth, New Hampshire.

Hunter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Hunter has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hunter Steadley

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.
1) The Oglethorpe Collective ("TOC-23"): investment related, 18 Shipyard Drive #2a, Hingham, MA 02043 DBA for Inflection Capital Management, LLC, Managing Director, 04/2025-present, 120 hours/month during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hunter William Steadley'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

May 27, 2025 - Present

INFLECTION CAPITAL MANAGEMENT, LLC

Office #1: 155 Fleet Street, Portsmouth, NH 03801-4050
RIA
CRD#: 333157
Portsmouth, NH
Past

April 21, 2021 - February 20, 2025

LAKE STREET ADVISORS

RIA
CRD#: 288300
PORTSMOUTH, NH
Past

September 6, 2019 - April 5, 2021

JFG FAMILY OFFICE

RIA
CRD#: 125101
DENVER, CO
Past

September 6, 2019 - April 5, 2021

JFG WEALTH MANAGEMENT, LLC

RIA
CRD#: 285023
DENVER, CO
Past

March 8, 2017 - August 2, 2019

PERSONAL CAPITAL ADVISORS CORPORATION

RIA
CRD#: 155172
DENVER, CO
Past

May 27, 2013 - February 23, 2017

NEW YORK LIFE INVESTMENT MANAGEMENT LLC

RIA
CRD#: 109591
NEW YORK, NY
Past

April 26, 2013 - February 23, 2017

NYLIFE DISTRIBUTORS LLC

BD
CRD#: 35350
NEW YORK, NY

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".
IC
INFLECTION CAPITAL MANAGEMENT, LLC
INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA
Registered Investment Advisory firm - (11/7/2024 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
California
(5/27/2025)
IAR
Massachusetts
(7/21/2025)
IAR
New Hampshire
(5/27/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/24/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/23/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/25/2013
General Securities Representative Examination

Current Firm

IC
INFLECTION CAPITAL MANAGEMENT, LLC
INFLECTION CAPITAL MANAGEMENT, LLC | THE OGLETHORPE COLLECTIVE, LLC ("TOC-23") | INFLECTION CM

CRD#: 333157 / SEC#: 801-131299

RIA
Registered Investment Advisory firm - (11/7/2024 Approved)
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Contact information

Main Address
1 Sansome Street Suite 1400, San Francisco, CA 94104-4436
Mailing Address
Phone number
(415) 805-8682
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (4 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

INFLECTION CAPITAL MANAGEMENT FORM ADV PART 2A (OCTOBER 2025) (10/31/2025)

Regulatory assets under management

Total Number of Accounts9
AUM (Assets Under Management)$ 188,452,825

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

INFLECTION CAPITAL MANAGEMENT, LLC

CRD#: 333157Portsmouth, NH 03801-4050

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