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Hulsey Capital Management, Inc. (Heber Springs)


Hulsey Capital Management, Inc. is an adviser based in Heber Springs. It manages $29.35 million of regulatory assets for 148 client accounts. It has been registered with the SEC as an adviser since 2008.




Hulsey Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hulsey Capital Management: assets under management

The assets under management (AUM) of Hulsey Capital Management, Inc. is $29.35 million. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $23.65 million in discretionary accounts and $5.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $238.93 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $116.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hulsey Capital Management, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Heber Springs

The principal office where Hulsey Capital Management, Inc. performs its advisory services is located at 411 W Searcy Street, Heber Springs, AR 72543, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 501-362-1681 or by fax 501-362-3484. The normal business hours are 8:30 a.m.-4:30 p.m. on Monday - Friday.


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