Hurst Capital Management

Hurst Capital Management serves individual and high-net-worth clients, trusts, and employer retirement plans, providing discretionary asset management and retirement plan consulting. The firm reports approximately $89 million in discretionary assets under management across about 75 client relationships and generally requires a $500,000 minimum for its asset management service.

The firm emphasizes continuous, regular account supervision and individualized portfolios that may include individual stocks and bonds, ETFs, mutual funds, and other public securities, and it describes the use of fundamental analysis, asset-allocation strategies, and ESG considerations in its investment process. Cash balances are typically placed in conservative instruments (money market funds, FDIC-insured CDs, or high-grade short-term paper) and accounts are reviewed at least quarterly with written reports provided quarterly.

Compared with many peers, Hurst Capital is a small, long-established adviser (in business since 1994) that requires clients to use Schwab Institutional as custodian and states it will accept ERISA-plan engagements with acknowledged fiduciary roles (e.g., Section 3(21) or 3(38)). The firm also documents ESG implementation risks and maintains formal controls such as proxy-voting procedures and a preclearance policy for employee personal trading.