HS
CFA · CFP
HS
CFA · CFP

Hunter Steadley

12 Years of Experience
Portsmouth, NH

Hunter Steadley is a CFA, CFP-designated registered investment advisor at Inflection Capital Management, LLC, based in Portsmouth, NH, with 12 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$188.5M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees are tailored individually by client need, negotiated and agreed upon at the beginning of the relationship.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

155 Fleet Street, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Hunter is a Managing Director for The Oglethorpe Collective (TOC-23), doing business as Inflection Capital Management, LLC. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Inflection Capital Management, LLC
May 2025 - Present · 1 yr
Previous Registrations
Lake Street Advisors
April 2021 - February 2025 · 3 yrs 10 mos
Jfg Wealth Management, LLC
September 2019 - April 2021 · 1 yr 7 mos
Johnson Financial Group LLC
September 2019 - April 2021 · 1 yr 7 mos
Personal Capital Advisors Corporation
March 2017 - August 2019 · 2 yrs 5 mos
New York Life Investment Management LLC
May 2013 - February 2017 · 3 yrs 9 mos
Nylife Distributors LLCBroker
April 2013 - February 2017 · 3 yrs 10 mos
State Registrations3 states
CAMANH
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.