Data / Investment advisers / Virginia / Hunter Lewis LLC
Hunter Lewis LLC, Crozet, VA: $395 million AUM, SEC registered investment adviser
Hunter Lewis LLC is an SEC registered investment adviser with its main office in Crozet, Virginia and reports $395 million in regulatory assets under management in its Form ADV filed April 9, 2026. Its clients include corporations and other businesses, charitable organizations and high net worth individuals. It is paid through fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 304985
- SEC file number
- 801-117308
- SEC status
- Approved, effective September 12, 2019
- Main office
- 4503 Mount Air Farm, Crozet, VA 22932
- Phone
- (434) 996-0370
- Regulatory AUM
- $394,569,396 in the Form ADV filed April 9, 2026
- Discretionary AUM
- $279,912,156
- Non discretionary AUM
- $114,657,240
- Accounts
- 19
- Employees
- 7, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $2,336,193
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 9, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | Fewer than 5 | $114.7 million |
| Charitable organizations | Fewer than 5 | $52 million |
| High net worth individuals | 8 | $30.4 million |
| Individuals (other than high net worth individuals) | 5 | $2.6 million |
| Pooled investment vehicles | 1 | $2.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $394.6 million | March 24, 2026 |
| December 1, 2025 | $226 million | March 26, 2025 |
Other advisers in Virginia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Brown Edwards Wealth Strategies | Lynchburg | $403.3 million | Not listed | adviserinfo.sec.gov |
| Golden Spark Insights | Fairfax | $400 million | Not listed | adviserinfo.sec.gov |
| Reframe Wealth, LLC | Vienna | $394.8 million | Not listed | adviserinfo.sec.gov |
| Clarion Wealth Management Partners | Fairfax | $394.8 million | Not listed | adviserinfo.sec.gov |
| Abich Financial Wealth Management, LLC | Ashburn | $394.7 million | Not listed | adviserinfo.sec.gov |
| Virginia Wealth Management Group, Inc. | Virginia Beach | $393.8 million | Not listed | adviserinfo.sec.gov |
| Sentinel Wealth Management, Inc. | Reston | $388.8 million | Not listed | adviserinfo.sec.gov |
| Wills Financial Group, LLC | Richmond | $385.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving charitable organizations
- Advisers that manage private funds
- Hunter Lewis LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.