Hurley Investments, LLC logo

Hurley Investments, LLC

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Client assets under management

$30,281,520

Clients

56

25% high-net worth

Advisors

5

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

11

Very Low

Average account size

$540,741

About

Hurley Investments provides fee-based portfolio management primarily to individual clients and, on occasion, small businesses and nonprofit entities, typically under discretionary arrangements following a free initial consultation. The firm offers continuous investment supervision across equities, mutual funds, ETFs, bonds, stock options, and occasional private placements to align portfolios with clients’ objectives and risk tolerances.

The adviser combines fundamental and technical analysis to identify long-term stock holdings and adjusts allocations based on market conditions, monitoring client accounts daily and executing trades mostly on a discretionary basis. Options and hedging are an explicit part of the playbook: the firm describes systematic use of collar trades (long stock, long puts, short calls) to define downside risk and to generate periodic cash flow, and it may use margin or leveraged products with client approval.

Noteworthy for a firm of its size, Hurley routinely employs derivatives within separately managed accounts and highlights collar-based option strategies as a primary management technique, a practice that is statistically uncommon among peers. The firm also has an educational element: a principal serves as a guest speaker in a paid online program that teaches the firm’s options strategies, and the firm discloses and manages the related conflicts of interest.

Client services

Portfolio management Educational seminars or workshops

Expertise

Options & derivatives strategies Active portfolio management

Occupation focus

Founder/Business Owner

Fee options

Percentage

2.50% annually

Other

Account minimum: $500,000 (may be waived)

Main office location

Hurley Investments, LLC

43 West 300 North

Provo UT 84601, United States

Number of offices

3

Most active in

Colorado · Louisiana · Mississippi · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Kevin H

Series 63, Series 65

Provo, UT

Hurley Investments, LLC

Kevin Hurley is a financial advisor at Hurley Investments, LLC with 16 years of industry experience. He previously worked at Options Animal from 2014 to 2019. Hurley also maintains an insurance agent license and offers insurance products and services to clients. Hurley Investments provides fee-based portfolio management primarily to individual clients, with occasional services for small businesses and nonprofit entities. The firm employs a combination of fundamental and technical analysis and systematically uses collar option strategies to manage risk and generate income, a practice uncommon among similarly sized firms.

Options & derivatives strategies Active portfolio management Founder/Business Owner
user avatar

Keve B

Series 65

Provo, UT

Hurley Investments, LLC

Keve Bybee is a financial advisor at Hurley Investments, LLC in Provo, UT, holding a Series 65 designation with nine years of industry experience. He has been with Hurley Investments since 2016 and is also associated with The Helping Unity LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients, as well as small businesses and nonprofit entities, using a discretionary approach that includes equities, mutual funds, ETFs, bonds, stock options, and private placements. The firm employs a combination of fundamental and technical analysis and is notable for its routine use of collar option strategies and derivatives within separately managed accounts.

Options & derivatives strategies Active portfolio management Founder/Business Owner
user avatar

Michael S

Series 65

Provo, UT

Hurley Investments, LLC

Michael Strain is a financial advisor at Hurley Investments, LLC in Provo, UT. He holds a Series 65 designation and has been in the industry since 2025. Outside of his advisory role, he is a partner and owner of The Escape Key Provo, an entertainment business offering escape rooms. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm employs systematic collar option strategies and discretionary trading to manage risk and generate cash flow.

Options & derivatives strategies Active portfolio management Founder/Business Owner
user avatar

Spencer E

Series 65

Provo, UT

Hurley Investments, LLC

Spencer Ellis is a financial advisor at Hurley Investments, LLC, holding a Series 65 designation with four years of industry experience. His prior roles include positions at Smart Financial and TownSquare Capital, and he has also served in a long-term role with the LDS Church. Outside of advisory work, he is active as an insurance agent. Hurley Investments provides fee-based portfolio management primarily to individual clients, small businesses, and nonprofit entities, using a combination of fundamental and technical analysis. The firm is notable for its systematic use of collar option strategies and derivatives within separately managed accounts, and it offers continuous investment supervision across a range of securities.

Options & derivatives strategies Active portfolio management Founder/Business Owner
user avatar

Nathan R

Series 65

Provo, UT

Hurley Investments, LLC

Nathan Roberts is a financial advisor at Hurley Investments, LLC in Saratoga Springs, UT, holding a Series 65 designation with less than one year of industry experience. His prior work includes roles at Wire Briar LLC, WhatAreOptions.com LLC, and ownership of two non-investment related businesses, PREPSTEPPER LLC and CRACKLING FIRE ENTERPRISES LLC. Hurley Investments provides fee-based portfolio management primarily to individual clients and occasionally to small businesses and nonprofits, using a combination of fundamental and technical analysis and a notable emphasis on options strategies, including systematic collar trades, to manage risk and generate cash flow.

Options & derivatives strategies Active portfolio management Founder/Business Owner
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