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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2003
- Office Locations
- 1
Office Locations
About Hartley Advisors Corp.
Hartley Advisors is a boutique, family-owned registered investment adviser (founded 2003) providing fiduciary, customized investment management for individuals, families, and businesses. Portfolios are commonly implemented with ETFs alongside corporate bonds and cash. The team emphasizes objective, unbiased advice and invests personally in the same securities it recommends; client assets are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between October 17, 2025 and July 28, 2026, reported AUM increased 12.4%, from $105.6M to $118.7M.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 2 advisory representatives and 129 clients, or 64.5 clients per representative. That equates to $920.0K in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Hartley Advisors Corp. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS KENNETH HARTLEY
Chief Compliance Officer, Investment Advisor, Vice President
- CRD
- #6374393
- Ownership
- 75% or more
KENNETH MARK HARTLEY
Investment Advisor, President
- CRD
- #4771364
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,213,000 | $267,316 |
| Non-Discretionary | $3,465,000 | $1,732,500 |
| Total | $118,678,000 | $274,083 |
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Separately Managed Accounts
SMA allocation detail is available
Hartley Advisors Corp. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.