HULSEY CAPITAL MANAGEMENT, INC.

Overview

Hulsey Capital Management, Inc. is an independent, individually owned registered investment adviser that serves individuals and families with a fee-for-assets model. The firm focuses on personalized financial planning and discretionary portfolio management for individuals and small businesses, operating with a clear tilt toward equities. Hulsey’s investment approach centers on exchange-traded instruments held in separately managed account structures, with the manager allocating the bulk of client portfolios to public equities and exchange-traded funds for core market exposure. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser. Hulsey positions itself as a hands-on adviser for private clients rather than a broad capital allocator or institutional consultant. Given the custodian relationship and product mix, the firm appears to favor liquid, transparent instruments that can be consolidated and managed at scale through customized accounts while supplementing equity exposure with third‑party alternative and pooled vehicles where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices