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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Summit unison
- Established Date
- 04-20-2010
- Office Locations
- 1
Office Locations
About Hurlburt Financial
Hurlburt Financial (Evans & Hurlburt CPAs, PA) is a Lakeland, FL-based CPA and financial advisor firm serving business owners, executives, and independent professionals. The team pairs accounting and tax planning with financial planning and portfolio construction. Client portfolios are primarily ETF- and public fund-based, with selective use of private funds and corporate bonds; custody includes Fidelity/NFS. The firm has served the local area for 25+ years.
Team overview
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Client Personas
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Investment Themes
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Platform
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Technology
Owner & Executives
ROBERT DEWAYNE HURLBURT
Chief Executive Officer, Owner, President
- CRD
- #5582870
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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MITCHELL REED BRUNER
--
- CRD
- #5650147
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,999,355 | -- |
| Non-Discretionary | $0 | -- |
| Total | $69,999,355 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,999,355
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,057,610,286 | 25.4% |
| Public Funds | $532,968,963 | 12.8% |
| Private Funds | $1,053,446,466 | 25.3% |
| Cash | $720,340,864 | 17.3% |
| Corporate - Non-Investment Grade | $545,460,423 | 13.1% |
| Corporate - Investment Grade | $253,993,022 | 6.1% |
| Total | $4,163,820,024 | 100.0% |