$138.6M Total AUM
$138.6M Disc. AUM
-- 3Y CAGR
3 Employees
202 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Momentum momentum
- Established Date
- 08-18-2004
- Office Locations
- 1
Office Locations
215a Castlewood Drive Murfreesboro TN
About Hull Wealth Management
Hull Wealth Management is a Murfreesboro, TN-based retail RIA providing financial and wealth planning alongside discretionary portfolio management. The firm serves individuals and business owners with retirement planning, tax and estate coordination, and insurance/annuity needs. Portfolios emphasize active asset allocation using ETFs, mutual funds, and fixed income. Owner-led by President/CCO Michael J. Hull and custodied at Fidelity/NFS.
Team overview
-- AVG AGE
$138.6M AVG AUM / ADVISOR
$686.3K AVG AUM / CLIENT
11.1 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Glacier Catalyst
Custodian
Delta
Investment Themes
Wave Catalyst quantum Foundation Summit
Investment Vehicles
Oak meridian Insight ridge
Services
Capital vertex Delta Signal Delta quantum Horizon Atlas pathway Signal element
Technology
Wave bridge
Owner & Executives
MICHAEL JOHN HULL
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #1439677
- Ownership
- 75% or more
(969) 901-7705
focus.ridge@crestcapital.com
in linkedin.com/in/frontier-horizon
Showing 1 of 1 owners & executives
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L
LORI ANNE CUNEO
--
- CRD
- #6070728
(538) 857-1483
element.beacon@elementcapital.com
in linkedin.com/in/horizon-vital
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $138,633,720 | $237,387 |
| Non-Discretionary | $0 | -- |
| Total | $138,633,720 | $237,387 |
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Separately Managed Accounts
Total SMA Asset: $138,633,720
Public Funds:
18.7% Equity - Exchange:
12.5% U.S. Government/Agency:
18.1% Cash:
21.9% Equity - OTC:
28.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $546,853,476 | 18.7% |
| Equity - Exchange | $365,543,767 | 12.5% |
| U.S. Government/Agency | $529,307,375 | 18.1% |
| Cash | $640,432,680 | 21.9% |
| Equity - OTC | $842,212,839 | 28.8% |
| Total | $2,924,350,137 | 100.0% |