HURST WEALTH ADVISORS, PC

RIASEC Registered
Total AUM
$46.6M
Discretionary
$46.6M
100% of AUM
Avg account
$388K
Accounts
120
Employees
1
Advisory reps
1

Firm details

Headquarters
DOUGLAS, Georgia
CRD number
127652
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI57.73%
  • Individuals25.89%
  • Pension & Profit Sharing Plans8.45%
  • Charitable Organizations7.93%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Hurst Wealth Advisors, Pc is an independent registered investment adviser organized as a corporation and owned by an individual. The firm positions itself as a fee-for-service wealth manager and capital allocator serving both individual/family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. The firm also lists accounting among its business activities, indicating an integrated tax and accounting capability alongside investment advisory work. Fee arrangements are flexible: Hurst charges percentage-of-AUM fees and also offers hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and is described as operating on a single-state basis rather than as a multi-state adviser.

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

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 9%, Cash & Cash Equivalents 9%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities9%
  • Cash & Cash Equivalents9%

Contacts

1 of 1
  • ROBERT HURST

    President & OwnerCRD 4681916

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

DOUGLAS, GA

COFFEE

Location

DOUGLAS, GA

Headquartered in DOUGLAS, GA, in the South of the United States.

Region
South
County
COFFEE
Address
221 Sellers St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth