HF
HF

Hunter Wilhelm Frey

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
33 advisors
Number of Clients
1,634 clients
Average Client Portfolio
$246K average
Assets Under Management
$402.4M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
Minimum Annual Fee:$350
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Location

1600 Pennsylvania Ave., Mcdonough, GA, 30253

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Hunter is a partner at Boot64 Ventures, a venture capital firm, since May 2023. He spends a few hours per week providing opinions on potential healthcare investments.

Employment History
Current Registrations
Cape Investment Advisory, INC.
June 2024 - Present · 1 yr 8 mos
Global Investment Advisory
June 2024 - Present · 1 yr 8 mos
American Global Wealth Management, INC.
April 2024 - Present · 1 yr 10 mos
American Global Wealth Management, INC.Broker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Arbor Research & Trading, LLCBroker
February 2023 - November 2023 · 9 mos
Catalyst Capital Advisors LLC
March 2021 - January 2023 · 1 yr 10 mos
Catalyst Capital Advisors LLC
March 2020 - December 2020 · 9 mos
Alt Fund Distributors LLCBroker
March 2020 - January 2023 · 2 yrs 10 mos
LPL Financial LLC
November 2018 - March 2020 · 1 yr 4 mos
LPL Financial LLCBroker
September 2018 - March 2020 · 1 yr 6 mos
Prime Executions, INC.Broker
June 2015 - December 2015 · 6 mos
State Registrations8 states
CAFLGALANCNYSCTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Hunter Wilhelm Frey - Financial Advisor | TrueAdvisor