Hurley Investments, Llc
☆ Save with Pro
ADV data as of May 20, 2026
- Regulatory AUM
- $30.3M
- Discretionary
- $30.3M
- Clients
- 56
- Avg AUM / client
- $541K
- Accounts
- 76
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 42 | $11.2M | 36.9% |
| High net worth individuals | 14 | $19.1M | 63.1% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Michael Hurley | Registered representative | Feb 2012 (15y) | ||
| Keve Evan Bybee | Registered representative | Dec 2016 (10y) | ||
| Spencer Randy Ellis | Registered representative | Oct 2023 (3y) | ||
| Michael Bryan Strain | Registered representative | Jul 2025 (1y) | ||
| Nathan David Roberts | Registered representative | Sep 2025 (1y) | ||
| John Gabriel Brentin | Registered representative | May 2026 (0y) |
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) | 05/20/2026 | 1.07 MB | 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
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Apex Clearing $30.3M (100% of AUM) May 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: May 20, 2026.
View current Form ADV (SEC/IAPD) ↗