Hurst Capital Management
Firm details
- Headquarters
- Albuquerque, New Mexico
- CRD number
- 115185
- Website
- hurstcapitalmanagement.com
- 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
FINTRXOverview
Hurst Capital Management is an independent, LLC-structured registered investment adviser that serves both individual/family and institutional clients. The firm provides portfolio management for individuals and small businesses and offers pension consulting services. It charges fees based on a percentage of assets under management and identifies as an active ESG investor. Hurst is owned by an individual and is not structured as a capital allocator; its activity appears focused on advising and allocating client capital rather than running its own investment funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds38%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
- Sovereign Bonds4%
Contacts
2 of 2Donald Hurst
PrincipalCRD 2429155

Chase Eggleston
PartnerCRD 6817027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 6211 San Mateo Blvd Ne
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Jackson & Associates, Inc.
RIAAlbuquerque, NM
SKG Capital Advisors, LLC
RIAAlbuquerque, NM
Oakmont Advisory Group, LLC
RIAAlbuquerque, NM
Steve Lynch Wealth Management
RIAAlbuquerque, NM
Waterrock Wealth Management
RIAAlbuquerque, NM
Hanseatic Management Services Inc
RIAAlbuquerque, NM