A complete list of active advisors currently associated with Hulsey Capital Management, Inc.

Warmer can help you find a great advisor at Hulsey Capital Management, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Hulsey Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.