# Hull Wealth Management

> Hull Wealth Management is an SEC-registered investment advisory firm in Murfreesboro, TN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 131741
- Filed as: HULL WEALTH MANAGEMENT
- Legal name: Investment & Retirement Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Murfreesboro, TN
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131741
- AdvisorCensus page: https://advisorcensus.com/firm/hull-wealth-management-murfreesboro-tn-131741

## Quick answers

**How is Hull Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Hull Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Hull Wealth Management located?**
Hull Wealth Management's principal office is in Murfreesboro, TN, according to its Form ADV.

**Is Hull Wealth Management registered with the SEC or a state?**
Hull Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 131741.

**How much does Hull Wealth Management manage?**
Hull Wealth Management reports $138,633,720 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (100% discretionary).

**How have Hull Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Hull Wealth Management: Regulatory assets under management: $127,969,557 in the October 2024 data and $138,633,720 in the October 2026 data, up 8%. Total employees: 3 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hull Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (169); high net worth individuals (33).

**Which custodians does Hull Wealth Management use?**
Hull Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Hull Wealth Management 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/131741

**What changed in Hull Wealth Management's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $117,547,615 to $138,633,720 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $138,633,720
- Discretionary: $138,633,720
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 169 | $52,418,301 |
| High net worth individuals | 33 | $86,215,419 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $127,969,557 | 3 | September 20, 2024 |
| October 2025 | $117,547,615 | 3 | June 23, 2025 |
| October 2026 | $138,633,720 | 3 | January 9, 2026 |

Regulatory assets under management: $127,969,557 in the October 2024 data and $138,633,720 in the October 2026 data, up 8%.
Total employees: 3 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $117,547,615 to $138,633,720 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hull Wealth Management (CRD 131741): Form ADV filing data as of October 2026.