HULL WEALTH MANAGEMENT

Overview

Hull Wealth Management is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and adviser selection services. The firm operates as a capital allocator, favoring third-party pooled vehicles for core exposures while retaining discretion over portfolio construction. It also conducts insurance brokerage activity, which aligns with its use of annuities as part of some client solutions. Investment practice centers on public funds—primarily mutual funds—as the backbone of client portfolios, supplemented by allocations to third‑party real estate funds and insurance-based products. The firm is not an active ESG investor and is registered with the SEC as of 2024. Fee arrangements include percentage of AUM, hourly charges and fixed-fee engagements, giving flexibility across wealth levels and planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices