Hurst Capital Management

Hurst Capital Management, LLC is an investment advisory firm based in Albuquerque, NM, established in 1994 by Mr. Donald Hurst and Mr. Chase Eggleston. The firm specializes in providing asset management services, tailored to individual client needs, including the creation and supervision of investment portfolios. They also offer retirement plan consulting services to employer plan sponsors. Clients are required to have a minimum account balance of $500,000 for asset management services. The firm charges fees based on a percentage of assets under management, ranging from 0.70% to 1.00%. Hurst Capital Management does not engage in performance-based fees or side-by-side management. The firm's investment strategies include asset allocation, long-term purchases, and investing in mutual funds and ETFs. They utilize fundamental analysis and Environmental, Social, and Governance (ESG) criteria in their investment approach. Clients have the ability to impose reasonable restrictions on their investments. Hurst Capital Management exercises investment discretion on behalf of clients, with quarterly account reviews conducted by Mr. Hurst and Mr. Eggleston. The firm also provides proxy voting services for clients. Hurst Capital Management does not have custody of client funds or securities and does not charge performance-based fees. The firm's management team consists of Mr. Donald Hurst, CFA®, and Mr. Chase Eggleston, CFA®. They adhere to a strict Code of Ethics and act as fiduciaries, always prioritizing clients' best interests. The firm does not have any disciplinary events or financial conditions that impair its ability to meet client obligations. Clients can request a copy of the firm's Code of Ethics for further details.