Hartley Advisors Corp.
Firm details
- Headquarters
- ,
- CRD number
- 130769
- Registered since
- November 19, 2025
- Website
- hartleyadvisors.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI70.68%
- Individuals28.76%
- Pension & Profit Sharing Plans0.56%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Hartley Advisors Corp. is an independent, individually owned registered investment adviser organized as a corporation. The firm is SEC-registered (2025) and focuses on portfolio management for individuals and small businesses. Its client base is primarily individual and family clients. Compensation comes through a percentage-of-AUM fee schedule and hourly charges. The firm does not identify as an active ESG investor, is not classified as a capital allocator, and does not list pension consulting or related-adviser activities among its services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Investment Grade Corp Bonds20%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents5%
- Other5%
Contacts
3 of 3
Kenneth Hartley
PresidentCRD 4771364
Pearl Hartley
Vice PresidentCRD 4771365
Thomas Hartley
Vice PresidentCRD 6374393
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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