# Hulsey Capital Management, Inc.

> Hulsey Capital Management, Inc. is an SEC-registered investment advisory firm in Heber Springs, AR, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 116183
- Filed as: HULSEY CAPITAL MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Heber Springs, AR
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116183
- AdvisorCensus page: https://advisorcensus.com/firm/hulsey-capital-management-inc-heber-springs-ar-116183

## Quick answers

**How is Hulsey Capital Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Hulsey Capital Management, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Hulsey Capital Management, Inc. located?**
Hulsey Capital Management, Inc.'s principal office is in Heber Springs, AR, according to its Form ADV.

**Is Hulsey Capital Management, Inc. registered with the SEC or a state?**
Hulsey Capital Management, Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 116183.

**How much does Hulsey Capital Management, Inc. manage?**
Hulsey Capital Management, Inc. reports $113,247,895 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**What types of clients does Hulsey Capital Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (23).

**Which custodians does Hulsey Capital Management, Inc. use?**
Hulsey Capital Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Hulsey Capital Management, Inc. 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/116183

**Does Hulsey Capital Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "Hulsey Capital generally does not impose a minimum relationship size."

**What changed in Hulsey Capital Management, Inc.'s recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: None

> Hulsey Capital generally does not impose a minimum relationship size.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $113,247,895
- Discretionary: $113,247,895
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $27,271,335 |
| High net worth individuals | 23 | $83,084,070 |
| Charitable organizations | Fewer than 5 | $1,193,792 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,698,698 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hulsey Capital Management, Inc. (CRD 116183): Form ADV filing data as of October 2026.