Hulsey Capital Management, Inc.

Overview

Hulsey Capital Management, Inc. is an independent, privately owned RIA organized as a corporation that serves individual and family clients along with small-business owners. The firm provides portfolio management and financial planning services and operates on a percentage-of-assets fee model. It is registered with the SEC (registration year listed as 2026) and describes itself as not being a capital allocator; it does not position as a multi-state or pension consultant, and it is not identified as an active ESG investor. Advisory activity centers on discretionary portfolio management and comprehensive planning for individuals and small businesses. The firm lists an industry affiliation with an accountant, which suggests coordination with tax or accounting professionals in client engagements. Custody and operational relationships are centralized through Charles Schwab.

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Public Holdings

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Location & Offices