HURST CAPITAL MANAGEMENT

RIASEC Registered
Total AUM
$89M
Discretionary
$89M
100% of AUM
Avg account
$1.1M
Accounts
78
Employees
3
Advisory reps
2

Firm details

Headquarters
ALBUQUERQUE, New Mexico
CRD number
115185
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI82.17%
  • Individuals10.47%
  • Pension & Profit Sharing Plans4.63%
  • Charitable Organizations2.73%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Hurst Capital Management is a small, fee-for-service investment adviser that focuses on discretionary portfolio management for individuals, families and select institutional clients. The firm manages accounts using a mix of exchange-traded equities and mutual funds as core public-market holdings, while also allocating to third-party alternative managers for private market and credit exposures. Hurst presents itself as an active ESG investor, integrating environmental, social and governance factors into portfolio selection and likely using ESG-screened ETFs and stock selections where appropriate. The firm is structured as a limited liability company and is owned by an individual principal. Its advisory lineup emphasizes personalized portfolio management and pension consulting services, suggesting a blend of day-to-day wealth management for high-net-worth households and targeted consulting for smaller retirement plans or plan sponsors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Public Funds/Mutual Funds 38%, Investment Grade Corp Bonds 7%, Cash & Cash Equivalents 5%, Sovereign Bonds 4%, Non-Investment Grade Corp Bonds 4%, State & Local Bonds 3%38%
  • Exchange Traded Equities38%
  • Public Funds/Mutual Funds38%
  • Investment Grade Corp Bonds7%
  • Cash & Cash Equivalents5%
  • Sovereign Bonds4%

Contacts

2 of 2
  • DONALD HURST

    PrincipalCRD 2429155

  • Chase Eggleston

    PartnerCRD 6817027

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ALBUQUERQUE, NM

BERNALILLO

Location

ALBUQUERQUE, NM

Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.

Metro area
Albuquerque-Santa Fe-Las Vegas, NM
Region
West
County
BERNALILLO
Address
1307 Rio Grande Blvd NW
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth