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 financial advisor based in Mount Pleasant, South Carolina, working with 5C Capital Management, LLC. Susan has previously held a position at Clark Dodge Asset Management, LLC and is registered to provide services in New Jersey. Currently, Susan is part of 5C Capital Management, LLC, which operates out of Mount Pleasant, South Carolina. The firm has 2 offices and 7 employees. The firm manages assets totaling $474.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at 5C Capital Management, LLC includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

Mount Pleasant, SC

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5C Capital Management, LLC Brokerage Details

Total Assets Under Management

$474,816,488

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

7

SC Average: 92
Total Number of Accounts

1,591

SC Average: 6,978
Average Account Size

$298,439

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
  • Educational seminars/workshops

Susan Hunter Work History

2011 - 2017 (6 years)

Clark Dodge Asset Management, LLC

Created with Highcharts 6.0.7

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
Kevin Mccabe
Woodcliff Lake, NJ
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
Michael Duvally
Woodcliff Lake, NJ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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