HURST WEALTH ADVISORS, PC
Firm details
- Headquarters
- DOUGLAS, Georgia
- CRD number
- 127652
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI57.73%
- Individuals25.89%
- Pension & Profit Sharing Plans8.45%
- Charitable Organizations7.93%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Hurst Wealth Advisors, Pc is an independent registered investment adviser organized as a corporation and owned by an individual. The firm positions itself as a fee-for-service wealth manager and capital allocator serving both individual/family and institutional clients. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. The firm also lists accounting among its business activities, indicating an integrated tax and accounting capability alongside investment advisory work. Fee arrangements are flexible: Hurst charges percentage-of-AUM fees and also offers hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and is described as operating on a single-state basis rather than as a multi-state adviser.
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
- Public Funds/Mutual Funds82%
- Exchange Traded Equities9%
- Cash & Cash Equivalents9%
Contacts
1 of 1ROBERT HURST
President & OwnerCRD 4681916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DOUGLAS, GA
COFFEE
Location
DOUGLAS, GA
Headquartered in DOUGLAS, GA, in the South of the United States.
- Region
- South
- County
- COFFEE
- Address
- 221 Sellers St
- Time zone
- ET (UTC-5)
- Office locations
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