Hurley Capital, Llc
- Regulatory AUM
- $326M
- Discretionary
- $312M
- Clients
- 187
- Avg AUM / client
- $1.7M
- Accounts
- 604
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 06, 2026
Investments (13F portfolio — 673 positions, $186,640,528)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Enterprise Prods Partners L | COM | $13,309,269 | 351,725 | 7.13% | 4.08% |
| 2 | Ishares Tr | IBONDS 2026 TERM | $13,122,098 | 571,769 | 7.03% | 4.02% |
| 3 | Vanguard Index Fds | VALUE ETF | $11,788,594 | 60,085 | 6.32% | 3.62% |
| 4 | Sprott Asset Management Lp | PHYSICAL SILVER | $11,387,911 | 466,909 | 6.1% | 3.49% |
| 5 | Vanguard Scottsdale Fds | INTER TERM TREAS | $10,477,043 | 175,937 | 5.61% | 3.21% |
| 6 | Vanguard Index Fds | S&P 500 ETF SHS | $9,044,852 | 15,137 | 4.85% | 2.77% |
| 7 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $8,472,836 | 77,243 | 4.54% | 2.6% |
| 8 | Schwab Strategic Tr | INTL EQTY ETF | $6,631,328 | 267,932 | 3.55% | 2.03% |
| 9 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $5,142,410 | 99,026 | 2.76% | 1.58% |
| 10 | Alphabet Inc | CAP STK CL A | $4,465,245 | 15,528 | 2.39% | 1.37% |
| 11 | Morgan Stanley | COM | $3,402,007 | 20,672 | 1.82% | 1.04% |
| 12 | Select Sector Spdr Tr | STATE STREET TEC | $3,359,772 | 25,280 | 1.8% | 1.03% |
| 13 | Schwab Strategic Tr | US DIVIDEND EQ | $3,110,430 | 101,383 | 1.67% | 0.95% |
| 14 | State Str Spdr S&P 500 Etf T | TR UNIT | $3,056,309 | 4,700 | 1.64% | 0.94% |
| 15 | Schwab Strategic Tr | US LRG CAP ETF | $2,907,050 | 113,379 | 1.56% | 0.89% |
| 16 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $2,614,785 | 40,805 | 1.4% | 0.8% |
| 17 | Schwab Strategic Tr | US LCAP GR ETF | $2,396,867 | 82,282 | 1.28% | 0.74% |
| 18 | Apple Inc | COM | $2,118,035 | 8,346 | 1.13% | 0.65% |
| 19 | Hca Healthcare Inc | COM | $2,097,766 | 4,433 | 1.12% | 0.64% |
| 20 | Canadian Nat Res Ltd Med Ter | COM | $2,045,618 | 41,979 | 1.1% | 0.63% |
| 21 | Ishares Tr | SP SMCP600VL ETF | $2,031,046 | 17,147 | 1.09% | 0.62% |
| 22 | Amazon Com Inc | COM | $1,982,106 | 9,517 | 1.06% | 0.61% |
| 23 | Sprott Asset Management Lp | PHYSICAL GOLD TR | $1,853,689 | 52,305 | 0.99% | 0.57% |
| 24 | Dollar Gen Corp | COM | $1,706,374 | 14,372 | 0.91% | 0.52% |
| 25 | Encompass Health Corp | COM | $1,678,936 | 17,357 | 0.9% | 0.51% |
Top 25 of 673 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 98 | $36.2M | 11.1% |
| High net worth individuals | 60 | $253M | 77.7% |
| Pension and profit sharing plans | 6 | $7.2M | 2.22% |
| Charitable organizations | Fewer than 5 clients | $775K | 0.24% |
| Corporations and other businesses | 23 | $28.4M | 8.71% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Howard Goldblum | Managing Member And Chief Compliance Officer | CFP CFA | Aug 2003 (23y) | 75% or more |
| Andrew Jefferson Shoemaker | Registered representative | CFP | Jun 2022 (4y) | |
| Constantinos Ernest Athanailos | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/06/2026 | 904 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $233M (71% of AUM) Mar 2026
- National Financial Services (Fidelity) $9.1M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 06, 2026.
View current Form ADV (SEC/IAPD) ↗