Susan
Hunter

5C Capital Management, LLC

CRD#5308219
Investment Advisor
in Mount Pleasant, SC

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About this Advisor

Susan Hunter is a certified financial planner who works in Mount Pleasant, South Carolina, who has 6 years of relevant experience. Hunter is an employee of 5C Capital Management, LLC. They have been an employee of 5c Capital Management, Llc for their entire career. Hunter is approved to serve investors in New Jersey. 5C Capital Management, LLC is a financial advisory company operating out of Woodcliff Lake, NJ. The investment advisory business has offices in two locations and a total of seven financial advisors. It has $399 million in assets between its 1,442 customer accounts, making it one of the larger firms in the nation by assets under management. The firm provides services to five charities and foundations. Of its 1,442 customer accounts, 27% are held by high-net-worth clients who have greater than $1 million in assets. 5C Capital Management, LLC performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on the type of services provided. Fees billed by 5C Capital Management, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Mount Pleasant, SC

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5C Capital Management, LLC Brokerage Details

Total Assets Under Management

$399,006,736

SC Average: $10,121,009,343
Total Number of Employees

7

SC Average: 92
Total Number of Accounts

1,442

SC Average: 6,978
Average Account Size

$276,704

SC Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Susan Hunter Work History

Susan has been registered as a financial advisor for 6 years.*

2011 - 2017 (6 years)

Clark Dodge Asset Management, 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 Susan Hunter 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 5C Capital Management, LLC

Brandon Velez
West Harrison, NY
Craig Marson
Woodcliff Lake, NJ
Curtis Brooks
Woodcliff Lake, NJ
Susan Hunter
Mount Pleasant, SC
Michael Sanders
Woodcliff Lake, NJ
Asher Konigsberg
Woodcliff Lake, NJ
Kevin Mccabe
Woodcliff Lake, NJ
Michael Duvally
Woodcliff Lake, NJ

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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