HURLBURT FINANCIAL

Overview

Hurlburt Financial is an independent registered investment adviser run as an individually owned corporation that serves both individual/family and institutional clients. The firm acts as a capital allocator, providing discretionary portfolio management alongside financial planning, selection of other advisers and educational workshops. Its stated preference is equity-centered: exchange-traded equities and ETFs represent the largest share of managed assets, and the firm uses mutual funds where appropriate for diversification and implementation. Hurlburt Financial also carries out accounting-related business activities, which can support integrated tax-aware portfolio decisions for clients. The firm’s advisory focus is on smaller institutions and individual/small-business relationships, delivering tailored portfolios and separate account management. Hurlburt Financial does not position itself as an active ESG investor and it is not registered as a multi-state adviser. Fee arrangements are listed as “other,” indicating non-standard pricing structures may be used with some clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices