Hurley Financial Group provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Hurley Financial Group reports 481 clients. They include 332 individual clients, 135 high-net-worth individuals, and 7 pension and profit-sharing plans. Of its assets, 100.0% ($407M across 1,535 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 69% | 28% |
| High-net-worth individuals | 28% | 71% |
| Pension and profit-sharing plans | 1% | 1% |
| Charitable organizations | 1% | <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) | 332 | $114M | 28.0% | $343K |
| High-net-worth individuals | 135 | $287M | 70.6% | $2.13M |
| Pension and profit-sharing plans | 7 | $5.52M | 1.4% | $789K |
| Charitable organizations | 7 | $140K | 0.0% | $20.1K |
| Corporations and other businesses | Fewer than 5 | $80.2K | 0.0% | — |
| Total | 481 | $407M | 100% | — |
- Clients
- 332
- Regulatory AUM
- $114M
- AUM share
- 28.0%
- Avg. per client
- $343K
- Clients
- 135
- Regulatory AUM
- $287M
- AUM share
- 70.6%
- Avg. per client
- $2.13M
- Clients
- 7
- Regulatory AUM
- $5.52M
- AUM share
- 1.4%
- Avg. per client
- $789K
- Clients
- 7
- Regulatory AUM
- $140K
- AUM share
- 0.0%
- Avg. per client
- $20.1K
- Clients
- Fewer than 5
- Regulatory AUM
- $80.2K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 481
- Regulatory AUM
- $407M
- 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
- 251–500
Hurley Financial Group charges up to 1.60% a year for its Advisory fee program (SAS). The fee is billed in arrears, is negotiable and requires an account of at least $250,000. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Advice on matters not involving securities
- Advice on tax, mortgage, estate and charitable matters is included in the advisory fee or billed hourly at $150 to $250 per hour.
- Financial planning and consulting
- Financial planning and consulting are billed hourly at $150 to $250 per hour or as a flat fee of $250 to $1,500, agreed in a signed Financial Planning Agreement before work starts.
- Review of retirement plan assets held elsewhere
- Periodic or annual review of retirement plan accounts held outside the firm is offered for an hourly or fixed fee; no amount is stated.
Dorann Hurley owns 75% or more of Hurley Financial Group. The leadership team of Hurley Financial Group includes President Dorann Hurley and Chief Operating Officer Keith Marshall. It has 6 employees, 2 of them in advisory roles.
Leadership
- Dorann HurleyPresident/Chief Compliance Officer
- Keith MarshallChief Operating Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- Dorann Alderin Hurley
- Keith Patrick Marshall
- Megan Elizabeth Schneider
- Daniel J Thom
Staff
- 6 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 1 insurance agent
- Owns 75% or more of Hurley Financial Group, Inc.
Dorann Hurley
Control person · since September 2004
Hurley Financial Group’s regulatory assets grew from $321M (March 2021) to $407M (March 2026); clients rose from 446 to 481 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $407M | 481 | 6 | 1 |
| March 2025 | $351M | 480 | 6 | 1 |
| March 2024 | $302M | 463 | 5 | 1 |
| March 2023 | $231M | 477 | 5 | 1 |
| April 2022 | $374M | 469 | 5 | 1 |
| March 2021 | $321M | 446 | 5 | 1 |
Besides its headquarters, Hurley Financial Group has 0 offices, with 1 listed address in Oregon.
Oregon · 1 listed address
- 111 SW 4th Street, CorvallisHQ
Other business names
Hurley Financial Group has reported 1 other business name to the SEC.
- Hurley Financial Group,inc.
Contact and registration details
- Legal name
- Hurley Financial Group, Inc.
- Headquarters
- 111 SW 4th Street, Corvallis, OR 97333
- Website
- hurleyfinancial.com
- Phone
- 541-757-2331
- SEC file
- 801-57809
- Founded
- 1997
- Structure
- Oregon corporation
- Fiscal year end
- December
Hurley Financial Group does not have custody of client assets.
At year end, Hurley Financial Group’s separately managed accounts were mostly in stocks (80%) and bonds (15%).
What the accounts hold
- Stocks80%
- Bonds15%
- Investment grade corporate bonds10%
- U.S. government and agency bonds5%
- Cash5%
How many clients does Hurley Financial Group have?
Hurley Financial Group has 481 clients and manages $407 million for them, as of March 2026. They include 332 individual clients, 135 high-net-worth individuals, and 7 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 March 2026
What services does Hurley Financial Group offer?
Hurley Financial Group provides financial planning, portfolio management for individuals and small businesses, publishing newsletters, educational seminars, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hurley Financial Group charge?
Hurley Financial Group charges up to 1.60% a year for its Advisory fee program (SAS). The fee is billed in arrears, is negotiable and requires an account of at least $250,000.
How many financial advisors does Hurley Financial Group have?
Hurley Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 6 employees, and 2 perform investment advisory functions. 2 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 Hurley Financial Group invest in?
At the end of its last fiscal year, Hurley Financial Group’s separately managed accounts held 80% exchange-traded equities, 10% investment grade corporate bonds, 5% U.S. government and agency bonds and 5% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Hurley Financial Group have a minimum investment?
Yes, Hurley Financial Group’s minimum account size for its Advisory fee program (SAS) is $250K.
Who owns Hurley Financial Group?
Hurley Financial Group’s direct owner is Dorann Hurley (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 March 2026
How does Hurley Financial Group get paid?
Hurley Financial Group is paid through a percentage of assets under management, hourly charges, fixed fees and commissions. Its Form ADV lists no 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 Hurley Financial Group registered with the SEC?
Yes, Hurley Financial Group has been registered with the SEC as an investment adviser since 28 July 2000. Its CRD number is 108983 and its SEC file number is 801-57809.
Source: Form ADV Part 1A, Item 1, filed 12 March 2026; IAPD firm record
How do I contact Hurley Financial Group?
Hurley Financial Group’s main office is at 111 SW 4th Street, Corvallis, OR 97333. Its phone number is 541-757-2331. Its website is hurleyfinancial.com.