Hartley Advisors Corp.

Overview

Hartley Advisors Corp. is a single-office corporate adviser focused on portfolio management for individual and small-business clients. The firm runs a mostly discretionary practice, charging clients on a percentage-of-AUM basis with the option for hourly engagements. Its reported asset mix shows a clear tilt toward publicly traded equities, and the firm does not position itself as an active ESG investor. Owner control is individual rather than institutional, and the business targets private clients and families rather than large institutions or pension plans. Investment activity centers on liquid, exchange-traded instruments and customized portfolios for households and small enterprises. With a relatively concentrated client roster and a modest total asset base, the firm appears to favor hands-on relationship management and account-level customization rather than broad product manufacturing or multi-state distribution.

Assets & Accounts

Public Holdings

Location & Offices