Hulsey Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hulsey Capital Management provides discretionary investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations and businesses. Its services include portfolio construction using individual stocks, bonds and ETFs, ongoing supervision, and advice on retirement accounts and distributions.
The firm relies on a mix of fundamental and technical analysis and generally pursues a long‑term investment posture while permitting shorter‑term trades for rebalancing or client needs; allocations are tailored to each client’s goals, risk tolerance and any specified constraints. Financial planning and consulting are integrated into wealth management engagements and may include written plans or recommendations.
Distinctive aspects disclosed in the brochure include an affiliation with an accounting firm that provides tax preparation, accounting and trustee services, and advisory personnel who are licensed insurance professionals and may receive commissions for insurance sales. Serving corporate/business and charitable clients in combination with those accounting and insurance affiliations is less common among peers and is identified as a potential source of conflicts of interest that the firm discloses.
Client services
Expertise
Fee options
$0+: 1.00% annually for equity securities $0+: 0.50% annually for fixed income investments $0+: 0% for cash or cash equivalents
Insurance commissions earned by some advisory persons (separate and in addition to advisory fees)
Fee-only: Fees based on percentage of assets under management; no commissions received by the advisor
Main office
411 W Searcy Street
Heber Springs AR 72543, United States
Offices (1)
Most active in
Arkansas · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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