Clearwater, FL Office

Hemsley Advisors, Ltd. provides continuous asset management, financial planning, and consulting services to individuals (both non-high-net-worth and high-net-worth), charitable organizations, and businesses. The firm offers portfolio management on both discretionary and non-discretionary bases and delivers written financial plans that address topics such as taxes, retirement, estate planning, insurance, and cash flow.

The firm develops individualized investment policies through client interviews and uses fundamental analysis, asset allocation, and long-term purchase strategies to construct portfolios, with account reviews at least quarterly and periodic performance reporting to clients. Financial planning is included with portfolio management and is also available on an hourly basis or as a separate consulting engagement; Hemsley may implement margin transactions with client consent and accepts client-imposed investment restrictions.

Distinctive operational features include the firm’s reported asset mix as of 12/31/2025 — approximately $85.1 million managed on a discretionary basis and about $552.9 million on a non-discretionary basis — indicating most client accounts retain final trading approval. The firm requires clients to custody accounts at Schwab Advisor Services in order for Hemsley to manage them (and receives support services from Schwab), and it does not vote client proxies, leaving proxy voting and related corporate actions to clients.