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
GW

Gregory E. Wolf

HUNTER CAPITAL MANAGEMENT
Lombard, IL 60148
Some features on this profile are disabled
CRD#: 717806
GW

Professional summary

Gregory Erhard Wolf is a registered financial advisor currently at HUNTER CAPITAL MANAGEMENT located in Lombard, Illinois.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1980. Gregory has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 53, Series 27, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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 Gregory Erhard Wolf'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 24, 2021 - Present

HUNTER CAPITAL MANAGEMENT

Office #1: 377 E. Butterfield Road Suite 220, Lombard, IL 60148
RIA
CRD#: 309050
Lombard, IL
Past

June 17, 2003 - November 17, 2009

PERKINS INVESTMENT MANAGEMENT LLC

RIA
CRD#: 126925
CHICAGO, IL
Past

May 1, 2003 - June 25, 2020

PWMCO, LLC

RIA
CRD#: 8485
CHICAGO, IL
Past

March 13, 1981 - July 16, 2020

PWMCO, LLC

BD
CRD#: 8485
CHICAGO, IL
Past

October 23, 1980 - November 25, 1980

GEARY & GEARY

BD
CRD#: 346

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".
HC
HUNTER CAPITAL MANAGEMENT
HUNTER CAPITAL MANAGEMENT | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | HUNTER CAPITAL MANAGEMENT, LLC

CRD#: 309050 / SEC#: 801-118729

RIA
Registered Investment Advisory firm - (5/15/2020 Approved)
Illinois
Registered Investment Advisory firm - (4/15/2020 Terminated)

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
Illinois
(5/24/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/26/2000
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 7/21/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/18/1980
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 1/8/1991
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 27
Date: 7/7/1981
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 2/24/1981
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/9/1980
General Securities Principal Examination

Current Firm

HC
HUNTER CAPITAL MANAGEMENT
HUNTER CAPITAL MANAGEMENT | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | HUNTER CAPITAL MANAGEMENT, LLC

CRD#: 309050 / SEC#: 801-118729

RIA
Registered Investment Advisory firm - (5/15/2020 Approved)
Illinois
Registered Investment Advisory firm - (4/15/2020 Terminated)
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
377 E. Butterfield Road Suite 220, Lombard, IL 60148
Mailing Address
3629 Sacramento St., San Francisco, CA 94118
Phone number
(312) 341-9727
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (13 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

2025 HUNTER CAPITAL MANAGEMENT ADVISORY SERVICES BROCHURE (3/28/2025)
2025 HUNTER CAPITAL MANAGEMENT WRAP FEE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts470
AUM (Assets Under Management)$ 1,020,776,497

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 CAPITAL MANAGEMENT

CRD#: 309050Lombard, IL 60148

TRUST BUT VERIFY

Monitor Gregory Wolf

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

Similar Advisors

Michael Walter Basile
Michael BasileAdvisorCheck Check Mark
COUNTRY CAPITAL MANAGEMENT COMPANY
RR
Chicago, IL
JF
James FlanaganAdvisorCheck Check Mark
INDEPENDENT FINANCIAL GROUP, LLC
IAR
RR
Downers Grove, IL
LP
Louis PasterAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Chicago, IL
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.