Overview
Assets Under Management: $113 million
Headquarters: HEBER SPRINGS, AR
High-Net-Worth Clients: 23
Average Client Assets: $3.6 million
Frequently Asked Questions
HULSEY CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116183), HULSEY CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
HULSEY CAPITAL MANAGEMENT, INC. is headquartered in HEBER SPRINGS, AR.
HULSEY CAPITAL MANAGEMENT, INC. serves 23 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, HULSEY CAPITAL MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
HULSEY CAPITAL MANAGEMENT, INC. manages $113 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, HULSEY CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.36%
Average Client Assets: $3.6 million
Total Client Accounts: 240
Discretionary Accounts: 240
Regulatory Filings
CRD Number: 116183
Filing ID: 2050074
Last Filing Date: 2026-03-16 13:08:33