Charles Goldblum
Hurley Capital · New York, New York
Charles Goldblum is a fee-only financial advisor at Hurley Capital in New York, New York, who holds the CFP and CFA credentials. Charles focuses on founders (pre-exit) and retirement planning. Hurley Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Hurley Capital |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $326.1M across 604 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NY, TX · CRD 4065530 |
| Exams passed | Series 63 (2000) · Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.hurleycapital.com |
How Charles's firm compares
- Hurley Capital's average account is about $540,000, from its Form ADV (assets managed divided by 604 accounts).
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Questions about Charles
Is Charles Goldblum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Hurley Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Hurley Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Goldblum based?
Charles Goldblum is based in New York, New York.
What does Charles specialize in?
Charles's specialties include founders (pre-exit) and retirement planning. Charles works with founders.
What credentials does Charles Goldblum hold?
Charles Goldblum holds the CFP and CFA credentials.
Is Charles Goldblum registered with the SEC?
Yes. Charles Goldblum is registered as an investment adviser representative in NY and TX (CRD 4065530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hurley Capital manage?
Hurley Capital reports $326.1M across 604 accounts in assets under management.
How do I contact Charles Goldblum?
Through Charles's website, www.hurleycapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Hurley Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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