Firm
Hulsey Capital Management
Heber Springs, Arkansas
Fee-only
Hulsey Capital Management at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 83 individual clients, 23 of them high net worth.
- Its average account is about $472,000 (assets it manages divided by its 240 accounts).
Facts
| Based in | Heber Springs, Arkansas |
|---|---|
| Phone | (501) 362-1681 |
Hulsey Capital Management fees
Hulsey Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $113 million |
| Individual clients | 60 |
| High-net-worth clients | 23 |
| Accounts managed | 240 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-135862) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 116183 |