Hurley Capital, LLC

Hurley Capital, LLC is a registered investment adviser based in New York, established in April 2004 and registered with the U.S. Securities and Exchange Commission since June 12, 2008. The firm offers investment management services tailored to each client's needs, including asset management and financial planning. Clients must enter into an Investment Management Agreement before services commence. The firm primarily allocates client assets using individual equity and debt securities, ETFs, options, and mutual funds, with ongoing monitoring and periodic rebalancing. Hurley Capital also provides financial planning and consulting services but does not assist with implementation beyond managing investments and potentially obtaining insurance products. The firm charges a non-negotiable annual investment management fee of 1.5% of assets under management, with a minimum portfolio size of $250,000. Clients receive quarterly fee billing based on the market value of assets. Hurley Capital does not accept performance-based fees and primarily serves individuals, high net worth individuals, trusts, estates, and charitable organizations. The firm's investment strategies focus on fundamental analysis and risk assessment, with a value-oriented approach for long-term growth potential. Hurley Capital may recommend unaffiliated private investment funds and offers socially responsible investing if directed by clients. The firm does not participate in wrap fee programs and maintains a fiduciary duty to act in clients' best interests. Hurley Capital also discloses its brokerage practices, custody arrangements, and proxy voting policies to ensure transparency and client protection.