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HURLBURT FINANCIAL
EVANS & HURLBURT CPAS , PA
CRD 152173
5125 S. LAKELAND DRIVE #4, LAKELAND, FL, 33813-2578, United States
Phone
863-701-9717
Fax
888-616-8290
Registration
— (—)
Source
State registered
Total AUM
$70.0M
Discretionary AUM
$70.0M
Team
10 total employees; 2 advisory reps
Clients
101-250
Fees
SUB-ADVISOR FEES
Org form
Corporation
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $27.2M |
| High net worth individuals | 18 | $35.9M |
| Pension/profit sharing plans | 7 | $6.5M |
| Charitable organizations | 1 | $314K |
| Corporations/business entities | 2 | $31K |
All web addresses on file
Official SEC filing: View on IAPD