# Hurley Financial Group, Inc.

> Hurley Financial Group, Inc. is an SEC-registered investment advisory firm in Corvallis, OR, registered since 2000, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 108983
- Filed as: HURLEY FINANCIAL GROUP, INC.
- Also doing business as: HURLEY FINANCIAL GROUP,INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Corvallis, OR
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108983
- AdvisorCensus page: https://advisorcensus.com/firm/hurley-financial-group-inc-corvallis-or-108983

## Quick answers

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

**How much does Hurley Financial Group, Inc. charge?**
Its Form ADV Part 2A brochure dated March 12, 2026 states: Hourly rate: $150 to $250 an hour (developing a detailed written financial plan or providing consulting…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Hurley Financial Group, Inc. located?**
Hurley Financial Group, Inc.'s principal office is in Corvallis, OR, according to its Form ADV.

**Is Hurley Financial Group, Inc. registered with the SEC or a state?**
Hurley Financial Group, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 108983.

**How much does Hurley Financial Group, Inc. manage?**
Hurley Financial Group, Inc. reports $406,521,088 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**How have Hurley Financial Group, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Hurley Financial Group, Inc.: Regulatory assets under management: $320,605,000 in the October 2021 data and $406,521,088 in the October 2026 data, up 27%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Hurley Financial Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (332); high net worth individuals (135); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Does Hurley Financial Group, 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/108983

**Does Hurley Financial Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 12, 2026 says: "HFG has a defined household Investable Asset Minimum (IAM) of $250,000. IAR may have lower minimums and the minimum household account size may be waived at the IAR’s discretion."

**What changed in Hurley Financial Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $350,508,773 to $406,521,088 (+16%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> HFG has a defined household Investable Asset Minimum (IAM) of $250,000. IAR may have lower minimums and the minimum household account size may be waived at the IAR’s discretion.

- Hourly rate: $150 to $250 an hour (developing a detailed written financial plan or providing consulting…)

> Applicant will either be charged an hourly fee of between $150.00/hour and $250.00/hour or a flat fee of between $250.00 and $1,500.00.

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

### Regulatory assets under management (Item 5.F)
- Total: $406,521,088
- Discretionary: $406,521,088
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 332 | $113,714,048 |
| High net worth individuals | 135 | $287,064,716 |
| 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) | 7 | $5,521,673 |
| Charitable organizations | 7 | $140,413 |
| 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 | Fewer than 5 | $80,238 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2000 (26 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, ID, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $320,605,000 | 5 | March 4, 2021 |
| October 2022 | $374,000,000 | 5 | April 18, 2022 |
| October 2023 | $231,338,565 | 5 | March 7, 2023 |
| October 2024 | $301,560,408 | 5 | March 20, 2024 |
| October 2025 | $350,508,773 | 6 | March 11, 2025 |
| October 2026 | $406,521,088 | 6 | March 12, 2026 |

Regulatory assets under management: $320,605,000 in the October 2021 data and $406,521,088 in the October 2026 data, up 27%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $350,508,773 to $406,521,088 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hurley Financial Group, Inc. (CRD 108983): Form ADV filing data as of October 2026.