Hurlburt Financial

Overview

Hurlburt Financial is an independent registered investment adviser organized as a corporation and owner-operated. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator — placing client capital with external managers when appropriate. Its advisory services are fee-based (percentage of AUM) and encompass financial planning, portfolio management for individuals and small businesses, the selection of other advisers, and educational seminars/workshops. The firm also lists accounting among its business activities. Hurlburt Financial is not positioned as an ESG-focused manager and is not flagged as a multi-state adviser in the source data. Its activity profile and the explicit “selection of other advisers” line indicate a hybrid approach that blends direct portfolio management with the use of third-party managers for certain strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices