Hurley Capital, LLC

Hurley Capital provides discretionary investment management and, when requested, limited financial planning and consulting to individuals, high net worth individuals, trusts, estates and charitable organizations. The firm also serves as a subadviser on separately managed account platforms and may recommend unaffiliated private investment funds and interval funds as part of client solutions.

Investment decisions are driven by a macro-oriented, fundamental, value-focused process that emphasizes risk assessment before upside potential and allocates across individual equities, debt securities, mutual funds, ETFs and options. The brochure describes the firm’s use of options and other derivatives—including covered call strategies and hedging techniques—and notes that these derivative strategies may be used in both its managed accounts and when acting as a subadviser on third‑party platforms.

Noteworthy features include a relatively large asset base managed by a small advisory team and explicit disclosure that the firm may pay promoters/referral fees and uses endorsements in marketing. The firm also documents operational details that are less common among peers, such as explicit procedures for using derivatives in separately managed accounts, an offering of eMoney access for comprehensive reporting, and a stated approach to permitting cryptocurrency exposure via ETFs or separate managers.