# Hartley Advisors Corp.

> Hartley Advisors Corp. is an SEC-registered investment advisory firm, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.

- CRD: 130769
- Filed as: HARTLEY ADVISORS CORP.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130769
- AdvisorCensus page: https://advisorcensus.com/firm/hartley-advisors-corp-130769

## Quick answers

**How is Hartley Advisors Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Hartley Advisors Corp. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Hartley Advisors Corp. charge?**
Its Form ADV Part 2A brochure dated July 28, 2026 states: Hourly rate: $500 an hour (Portfolio Monitoring/Review Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Hartley Advisors Corp. registered with the SEC or a state?**
Hartley Advisors Corp. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 130769.

**How much does Hartley Advisors Corp. manage?**
Hartley Advisors Corp. reports $118,678,000 in regulatory assets under management in its Form ADV filing dated July 28, 2026 (97% discretionary).

**What types of clients does Hartley Advisors Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (92); high net worth individuals (37).

**Does Hartley Advisors Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130769

**What changed in Hartley Advisors Corp.'s recent Form ADV filings?**
In the August 2026 filing data: Regulatory assets under management went from $107,235,000 to $118,678,000 (+11%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 28, 2026)

- Hourly rate: $500 an hour (Portfolio Monitoring/Review Services)

> The amount of the fee is based on the Firm's negotiable hourly rate of $500.00, payable monthly in arrears.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $118,678,000
- Discretionary: $115,213,000
- Non-discretionary: $3,465,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 92 | $34,128,000 |
| High net worth individuals | 37 | $83,885,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $665,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hartleyadvisors.com

## Changes in the filing (last 12 months)

### August 2026
- Regulatory assets under management went from $107,235,000 to $118,678,000 (+11%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hartley Advisors Corp. (CRD 130769): Form ADV filing data as of October 2026.