MURFREESBORO, TNCRD 131741Latest ADV January 9, 2026
Hull Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Murfreesboro, TN. Its latest Form ADV filing, dated January 9, 2026, reports $139M in regulatory assets under management, 3 employees, and 584 accounts.
Assets Under Management
$139M
Employees
3
Offices
--
Total Clients
202
Primary office
MURFREESBORO, TN
215A CASTLEWOOD DRIVE, MURFREESBORO, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
169
2
HNWI
16.3%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of January 9, 2026
Discretionary100.0%
$139M
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.
Latest AUM$139M
Total Accounts584
10Y AUM Change+$11M (+8.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee67:1
10Y Employee Change-1 (-25.0%)
* 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.