RIA Intel›Advisers›Utah›HURLEY INVESTMENTS, LLC

HURLEY INVESTMENTS, LLC

Advisory

PROVO, UT

Data as of May 20, 2026 · Source: SEC Form ADV

Average account

$398K

across 76 accounts

AUM per adviser

$5M

6 advisers

Source: SEC Form ADV. Figures as filed May 20, 2026.

Total AUM

$30M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$30M

Discretionary AUM$30M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients56

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, DE, LA, MS, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

56 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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