$89.0M Total AUM
$89.0M Disc. AUM
-- 3Y CAGR
3 Employees
78 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-09-2011
- Office Locations
- 1
Office Locations
1307 RIO Grande Blvd. NW, Suite 10 Albuquerque NM
About Hurst Capital Management
Hurst Capital Management is a Albuquerque-based RIA. The firm has been operating for 15 years. Managing $89.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
29 AVG AGE
$44.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
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Owner & Executives
D
DONALD WARDEN HURST
Chief Compliance Officer, Managing Member, Principal
- CRD
- #2429155
- Ownership
- 50% but less than 75%
Available
Available
Available
Chase Michael Eggleston
Investment Adviser Representative
- CRD
- #6817027
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,028,378 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,028,378 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Sovereign Bonds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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