HURST CAPITAL MANAGEMENT
Firm details
- Headquarters
- ALBUQUERQUE, New Mexico
- CRD number
- 115185
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.17%
- Individuals10.47%
- Pension & Profit Sharing Plans4.63%
- Charitable Organizations2.73%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Hurst Capital Management is a small, fee-for-service investment adviser that focuses on discretionary portfolio management for individuals, families and select institutional clients. The firm manages accounts using a mix of exchange-traded equities and mutual funds as core public-market holdings, while also allocating to third-party alternative managers for private market and credit exposures. Hurst presents itself as an active ESG investor, integrating environmental, social and governance factors into portfolio selection and likely using ESG-screened ETFs and stock selections where appropriate. The firm is structured as a limited liability company and is owned by an individual principal. Its advisory lineup emphasizes personalized portfolio management and pension consulting services, suggesting a blend of day-to-day wealth management for high-net-worth households and targeted consulting for smaller retirement plans or plan sponsors.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds38%
- Investment Grade Corp Bonds7%
- Cash & Cash Equivalents5%
- Sovereign Bonds4%
Contacts
2 of 2DONALD HURST
PrincipalCRD 2429155
Chase Eggleston
PartnerCRD 6817027
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALBUQUERQUE, NM
BERNALILLO
Location
ALBUQUERQUE, NM
Headquartered in ALBUQUERQUE, NM, anchoring the Albuquerque-Santa Fe-Las Vegas, NM metro in the West.
- Metro area
- Albuquerque-Santa Fe-Las Vegas, NM
- Region
- West
- County
- BERNALILLO
- Address
- 1307 Rio Grande Blvd NW
- Time zone
- MT (UTC-7)
- Office locations
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