H
$113.2M Total AUM
$113.2M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
27 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Ascensus ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-22-1998
- Office Locations
- 1
Office Locations
411 West Searcy Street Heber Springs AR
About Hulsey Capital Management, Inc.
Hulsey Capital Management, Inc. is a Heber Springs-based RIA. The firm has been operating for 27 years. Managing $113.2M in total assets under management, with 1 advisory representatives. They custody assets with Ascensus and Charles Schwab & Company.
Team overview
-- AVG AGE
$113.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
8.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BURTON E EDDINGTON
Accountant, Owner
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
J
JEANNETTE LORRAINE THOMAS
Chief Compliance Officer, President
- CRD
- #5294409
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $113,247,895 | $471,866 |
| Non-Discretionary | $0 | -- |
| Total | $113,247,895 | $471,866 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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