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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Quantum meridianGlacier +more
- Established Date
- 07-08-2004
- Office Locations
- 1
Office Locations
About Hurley Capital, LLC
Hurley Capital, LLC is a New York–based investment advisory firm serving both retail and institutional clients, with a focus on business owners and entrepreneurs. The firm provides portfolio management and financial planning, including tax, estate, charitable, and insurance planning. Investment approach emphasizes asset allocation across ETFs, public funds, and fixed income, with use of alternative strategies (e.g., hedge funds, private equity, real estate) and ESG/SRI themes. Custody includes Schwab and Fidelity/NFS.
Team overview
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Owner & Executives
CHARLES HOWARD GOLDBLUM
Chief Compliance Officer, Founder, Managing Member
- CRD
- #4065530
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Constantinos Ernest Athanailos
--
- CRD
- #7556789
Andrew Jefferson Shoemaker
Financial Advisor
- CRD
- #6611675
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $311,520,198 | $520,937 |
| Non-Discretionary | $14,568,233 | $2,428,039 |
| Total | $326,088,431 | $539,882 |
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Separately Managed Accounts
Total SMA Asset: $326,088,431
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,394,290,776 | 15.9% |
| Equity - Exchange | $762,913,821 | 8.7% |
| U.S. Government/Agency | $1,218,908,288 | 13.9% |
| Cash | $657,684,328 | 7.5% |
| Corporate - Investment Grade | $1,569,673,263 | 17.9% |
| Private Funds | $429,687,094 | 4.9% |
| Municipal Bonds | $1,139,986,169 | 13.0% |
| Corporate - Non-Investment Grade | $1,595,980,637 | 18.2% |
| Total | $8,769,124,376 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MERIDIAN | ATLAS ALPHA | V8YHQG7AO | ZVPF | 7.45% | $18,026,906 |
| BRIDGE HORIZON | HARBOR PIONEER | KBTMDVL4P | EHJ | 10.62% | $34,766,281 |
| FUSION VECTOR | PATHWAY BEACON | EHVIU5EIR | VZHFY | 4.28% | $85,635,951 |
| MERIDIAN FOCUS | PEAK OPTIMA | BGZIFKKUC | DJXH | 12.04% | $59,736,228 |
| FRONTIER MERIDIAN EAGLE | CAPITAL OPTIMA | VC4NU5BXH | QJM | 6.70% | $109,835,330 |
| LEGACY MOMENTUM PATHWAY | CAPITAL DELTA | NG22Z44LO | RLLZ | 5.03% | $2,145,591 |
| PRIME DELTA EAGLE | PEAK PATHWAY | C4YSWSPUZ | KCEFE | 4.26% | $10,785,350 |
| FOCUS OAK | BRIDGE VECTOR | 9D31CFVHW | RLBY | 10.82% | $15,827,262 |