HURLBURT FINANCIAL

HURLBURT FINANCIAL of LAKELAND, FL is an SEC-registered investment adviser (CRD 152173). Regulatory assets under management: $70.0M.

Registration

• CRD: 152173
• Type: Registered investment adviser
• Location: 5125 S. LAKELAND DRIVE #4, LAKELAND, FL, 33813-2578
• Phone: 863-701-9717
• Latest filing: 2026-01-13
• Regulatory AUM: $70.0M
• Discretionary AUM: $70.0M
• Clients: 10
• Accounts: 439

Business model

Compensation: Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152173 on SEC IAPD (source of record)
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