Benjamin
Wilson

Hunter Capital Management

CRD#4205400
Investment Advisor
in Lombard, IL

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About this Advisor

Benjamin Wilson is a chartered financial consultant who works out of Lombard, Illinois with 3 years of relevant experience. Wilson is an advisor for Hunter Capital Management. The advisor has gained experience at Pwmco, LLC and Hunter Capital Management, LLC. Wilson holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Colorado, Connecticut, Florida, Georgia, Illinois, Kansas, Massachusetts, Michigan, Missouri, Texas and Virginia. Hunter Capital Management is an advisory company operating out of Lombard, IL. It has a total of eight people on staff. It manages $850 million in assets under management among its 380 customer accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm advises 13 charities and foundations. Of its 380 accounts, 95% are held by high-net-worth clients who have at least $1 million in assets. Hunter Capital Management provides a few services, such as portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for pooled investment vehicles. A financial advisor's fees usually are based on the type of financial services offered. Fee types charged by Hunter Capital Management likely consist of asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

377 E. Butterfield Road Suite 220
Lombard, IL 60148

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Hunter Capital Management Brokerage Details

Total Assets Under Management

$850,178,542

IL Average: $6,674,516,078
Total Number of Employees

8

IL Average: 44
Total Number of Accounts

380

IL Average: 2,564
Average Account Size

$2,237,312

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Benjamin Wilson Work History

Benjamin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Hunter Capital Management, LLC

2009 - 2020 (11 years)

Pwmco, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Benjamin Wilson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hunter Capital Management

Benjamin Wilson
Lombard, IL
Robert Perkins
Lombard, IL
Thomas Perkins
San Francisco, CA
Gregory Wolf
Lombard, IL
Peter Lisnic
Lombard, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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