Hulsey Capital Management provides financial planning and portfolio management for individuals and small businesses.
Hulsey Capital Management reports 83 clients. They include 60 individual clients and 23 high-net-worth individuals. Of its assets, 100.0% ($113M across 240 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 72% | 24% |
| High-net-worth individuals | 28% | 73% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | Fewer than 5 | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 60 | $27.3M | 24.1% | $455K |
| High-net-worth individuals | 23 | $83.1M | 73.4% | $3.61M |
| Charitable organizations | Fewer than 5 | $1.19M | 1.1% | — |
| Corporations and other businesses | Fewer than 5 | $1.7M | 1.5% | — |
| Total | 83 | $113M | 100% | — |
- Clients
- 60
- Regulatory AUM
- $27.3M
- AUM share
- 24.1%
- Avg. per client
- $455K
- Clients
- 23
- Regulatory AUM
- $83.1M
- AUM share
- 73.4%
- Avg. per client
- $3.61M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.19M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.7M
- AUM share
- 1.5%
- Avg. per client
- —
Total
- Clients
- 83
- Regulatory AUM
- $113M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Hulsey Capital Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Jeannette Thomas owns 50% to 75% of Hulsey Capital Management. The leadership team of Hulsey Capital Management includes President Jeannette Thomas. It has 1 employee.
Leadership
- Jeannette ThomasPresident/Chief Compliance Officer
- Burton EddingtonOwner
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 50% to 75% of Hulsey Capital Management, Inc.
Jeannette Thomas
Control person · since October 2019
- Owns 50% to 75% of Hulsey Capital Management, Inc.
Burton Eddington
Control person · since October 2019
Besides its headquarters, Hulsey Capital Management has 1 office (1 private residence, listed without an address), with 1 listed address in Arkansas.
Arkansas · 1 listed address
- 411 W Searcy Street, Heber SpringsHQ
Contact and registration details
- Legal name
- Hulsey Capital Management, Inc.
- Headquarters
- 411 W Searcy Street, Heber Springs, AR 72543
- Website
- Not reported
- Phone
- 501-362-1681
- SEC file
- 801-135862
- Structure
- Arkansas corporation
- Fiscal year end
- December
Hulsey Capital Management uses Charles Schwab ($113M) as custodian for its separately managed accounts. Hulsey Capital Management has custody of $49.2M in client assets for 52 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $113M100%
At year end, Hulsey Capital Management’s separately managed accounts were mostly in stocks (78%) and bonds (15%).
What the accounts hold
- Stocks78%
- Funds2%
- Bonds15%
- Investment grade corporate bonds14%
- U.S. government and agency bonds1%
- Cash5%
How many clients does Hulsey Capital Management have?
Hulsey Capital Management has 83 clients and manages $113 million for them, as of September 2026. They include 60 individual clients and 23 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 September 2026
What services does Hulsey Capital Management offer?
Hulsey Capital Management provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Hulsey Capital Management use?
Hulsey Capital Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $113M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 September 2026
How many financial advisors does Hulsey Capital Management have?
Hulsey Capital Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hulsey Capital Management invest in?
At the end of its last fiscal year, Hulsey Capital Management’s separately managed accounts held 78% exchange-traded equities, 14% investment grade corporate bonds, 5% cash and equivalents, 2% registered funds (mutual funds, ETFs, BDCs) and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hulsey Capital Management?
Hulsey Capital Management’s direct owners are Jeannette Thomas (50% to 75%) and Burton Eddington (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 4 September 2026
How does Hulsey Capital Management get paid?
Hulsey Capital Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Hulsey Capital Management registered with the SEC?
Yes, Hulsey Capital Management has been registered with the SEC as an investment adviser since 15 April 2026. Its CRD number is 116183 and its SEC file number is 801-135862.
Source: Form ADV Part 1A, Item 1, filed 4 September 2026; IAPD firm record
How do I contact Hulsey Capital Management?
Hulsey Capital Management’s main office is at 411 W Searcy Street, Heber Springs, AR 72543. Its phone number is 501-362-1681.