Farmington, AR Office

Updated today

Hulsey Capital Management, Inc.

Independent

Firm-wide stats for Hulsey Capital Management, Inc.

Total advisors

Clients per advisor

83 Very High

Avg AUM per client

$1,329,583 Very High

HNW client ratio

28% Typical

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.

Based on Hulsey Capital Management, Inc.

Expertise

Wealth management College savings (529s, UTMA, etc.)

Based on Hulsey Capital Management, Inc.

Location

Farmington AR

Advisors at this office

Jeannette T

Series 66

Farmington, AR

Hulsey Capital Management, Inc.

Jeannette Thomas is a financial advisor with Hulsey Capital Management, Inc. She holds a Series 66 designation and has 15 years of industry experience. In addition to her advisory role, she is a 49% owner of an accounting and bookkeeping firm where she provides seasonal support during tax season. She also maintains her insurance license to assist clients with fixed insurance needs as necessary. Hulsey Capital Management offers discretionary investment management and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and businesses. The firm uses a combination of fundamental and technical analysis to tailor portfolios based on clients’ goals and risk tolerance, integrating financial planning and consulting within its wealth management services.

Wealth management College savings (529s, UTMA, etc.)

View complete list of advisors at this office

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