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Provo, UT Office

Team
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Hurley Investments, LLC logo

Hurley Investments, LLC

Team

Firm-wide stats for Hurley Investments, LLC

Total advisors

6

Across 2 offices

Clients per advisor

9 Very Low

Avg AUM per client

$540,741 Low

HNW client ratio

25% Low

About

Hurley Investments provides portfolio management to individual investors (including high‑net‑worth clients) and, occasionally, small businesses and non‑profits, offering both discretionary and non‑discretionary asset management. The firm delivers continuous investment supervision across equities, mutual funds, ETFs, bonds, stock options and, rarely, private placements, and charges asset‑based advisory fees.

The firm blends fundamental and technical analysis to construct long‑term equity positions and monitors client accounts daily while conducting formal account reviews on a monthly or annual basis; it typically manages accounts on a discretionary basis. A central element of its active management approach is systematic option hedging—principally monthly collar trades that combine long stock positions with purchased puts and short calls to define downside risk and create periodic cash flow.

Distinctive features for a team of this size include routine use of derivatives within separately managed accounts and a documented, trade‑level collar strategy that is highlighted throughout its brochure. The firm also participates in educational outreach on option strategies through seminars and online instruction, does not provide standalone financial planning services, and discloses that some advisory personnel are insurance‑licensed and may recommend insurance products for separate commission.

Based on Hurley Investments, LLC

Expertise

Options & derivatives strategies Active portfolio management Concentrated stock management

Based on Hurley Investments, LLC

Location

43 West 300 North

Provo UT 84601

Advisors at this office

5

Advisors at this office

user avatar

Kevin H

Series 63, Series 65

Provo, UT

Hurley Investments, LLC

Kevin Hurley is a financial advisor at Hurley Investments, LLC with 16 years of industry experience. He previously worked at Options Animal from 2014 to 2019. Hurley also maintains an insurance agent license and offers insurance products and services to clients. Hurley Investments provides fee-based portfolio management primarily to individual clients, with occasional services for small businesses and nonprofit entities. The firm employs a combination of fundamental and technical analysis and systematically uses collar option strategies to manage risk and generate income, a practice uncommon among similarly sized firms.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Keve B

Series 65

Provo, UT

Hurley Investments, LLC

Keve Bybee is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 designation with nine years of industry experience. He has been with Hurley Investments since 2016 and is also associated with The Helping Unity LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients, as well as small businesses and nonprofit entities, using a discretionary approach that includes equities, mutual funds, ETFs, bonds, stock options, and private placements. The firm employs a combination of fundamental and technical analysis and is notable for its routine use of collar option strategies and derivatives within separately managed accounts.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Michael S

Series 65

Provo, UT

Hurley Investments, LLC

Michael Strain is a financial advisor at Hurley Investments, LLC in Provo, UT. He holds a Series 65 designation and has been in the industry since 2025. Outside of his advisory role, he is a partner and owner of The Escape Key Provo, an entertainment business offering escape rooms. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm employs systematic collar option strategies and discretionary trading to manage risk and generate cash flow.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Spencer E

Series 65

Provo, UT

Hurley Investments, LLC

Spencer Ellis is a financial advisor at Hurley Investments, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Smart Financial and TownSquare Capital, and he has also served in a long-term role with the LDS Church. Outside of advisory work, he is active as an insurance agent. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm is notable for its systematic use of collar option strategies and derivatives within separately managed accounts, and it offers continuous investment supervision across a range of securities.

Options & derivatives strategies Active portfolio management Concentrated stock management
user avatar

Nathan R

Series 65

Provo, UT

Hurley Investments, LLC

Nathan Roberts is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 credential with one year of industry experience. His prior roles include work at Wire Briar LLC, WhatAreOptions.com LLC, Local Passports LLC, and Getout Games. Outside of advising, he owns two non-investment related businesses: Prepstepper LLC, which sells emergency preparedness tools online, and Crackling Fire Enterprises LLC, a holding company. Hurley Investments provides portfolio management primarily to individual investors, including high-net-worth clients, and occasionally small businesses and non-profits. The firm employs a combination of fundamental and technical analysis with a focus on long-term equity positions and systematic option hedging strategies.

Options & derivatives strategies Active portfolio management Concentrated stock management
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