Firm profile

Hulsey Capital Management, Inc..

HEBER SPRINGS, ARCRD 116183Registration Status: ApprovedEffective since April 15, 2026Latest ADV March 16, 2026

Hulsey Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Heber Springs, AR. Its latest Form ADV filing, dated March 16, 2026, reports $113M in regulatory assets under management, 1 employee, and 240 accounts.

Assets Under Management
$113M
Employees
1
Offices
--
Total Clients
83
Primary office
HEBER SPRINGS, AR
411 W SEARCY STREET, HEBER SPRINGS, AR, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(501) 362-1681
WebsiteNot found
LinkedInNot found

Leadership

1 roles identified
CCOJeannette L. Thomas

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 72.3% of total clients.
Top client categories% of clientsClients
1
Individuals
72.3%
60
2
HNWI
27.7%
23
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$113Mas of March 16, 2026
Discretionary100.0%
$113M
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$113M
Total Accounts240
10Y AUM Change

Employee Growth by Quarter

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

Total Employees1
Clients per Employee83:1
10Y Employee Change

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.

This firm has a multi year gap in available SEC ADV filing history between 2012 and 2026. Charts show the most recent available filing segment under this CRD.

* 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.