Hurley Investment Counsel Ltd., Inc. (Lancaster)


Hurley Investment Counsel Ltd., Inc. is an adviser based in Lancaster. It manages $25.34 million of regulatory assets for 55 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Ohio.

Hurley Investment Counsel Ltd. provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hurley Investment Counsel Ltd.: assets under management

The assets under management (AUM) of Hurley Investment Counsel Ltd., Inc. is $25.34 million. The firm's AUM has gone down by -38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.26 million in discretionary accounts and $83.56 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $467.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $83.56 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hurley Investment Counsel Ltd., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lancaster

The principal office where Hurley Investment Counsel Ltd., Inc. performs its advisory services is located at 117 Dogwood Lane, Lancaster, OH 43130 0421 The mailing address of the firm is P. O. Box 969, Lancaster, OH 43130 0421. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 740-687-0425 or by fax 740-687-1358. The normal business hours are 8:00 a.m.- 5:00 p.m. on Monday - Friday.