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Firm profile

Hurley Financial Group, Inc..

CORVALLIS, ORCRD 108983Latest ADV March 12, 2026

Hurley Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Corvallis, OR. Its latest Form ADV filing, dated March 12, 2026, reports $407M in regulatory assets under management, 6 employees, and 1,535 accounts.

Assets Under Management
$407M
Employees
6
Offices
--
Total Clients
481
Primary office
CORVALLIS, OR
111 SW 4TH STREET, CORVALLIS, OR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCODorann A. Hurley
COOKeith P. Marshall

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 69.0% of total clients.
Top client categories% of clientsClients
1
Individuals
69.0%
332
2
HNWI
28.1%
135
3
Pension Plans
1.5%
7
4
Charitable
1.5%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$407Mas of March 12, 2026
Discretionary100.0%
$407M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$407M
Total Accounts1,535
10Y AUM Change+$245M (+152.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee80:1
10Y Employee Change+1 (+20.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.