SourcingSourcing

HURLEY FINANCIAL GROUP, INC.

B52
CRD 108983·SEC 801-57809·CORVALLIS, OR
AUM
$406.5M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HURLEY FINANCIAL GROUP, INC.
CRD
108983
SEC file #
801-57809
EIN
—
DBA names
—

Economics

AUM
$406.5M
AUM band
$100M-$500M
AUM trajectory
'20'26
$176.0M → $406.5M▲ +131%
Client mix
Individuals Other332
Individuals High Net Worth135
Pension Profit Sharing Plans7
Charitable Organizations7

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
CORVALLIS OR
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPublication of periodicalsEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed feesCommissions

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
hurleyfinancial.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HURLEY, DORANN, ALDERIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HURLEY, DORANN, ALDERIN
MARSHALL, KEITH, PATRICK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
HURLEYFINANCIAL.COM
Rdap Domain Creation Date
1999-04-12T04:00:00Z
Rdap Firm Age Years
27
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2371
Soi Zip Pct 200k Plus
0.0709
Soi Zip Returns 200k Plus
730
Soi Zip Total AGI
813,462
Fdic Zip Total Deposits
2,780,671,000
Fdic Zip Branch Count
19
Fdic Zip Top Banks
Bank of America, National Association
Citizens Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
15
Bc Firm IAR Count
15
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Bank of America, National AssociationCorvallis, OR
Bank of America, National AssociationCorvallis, OR
Fdic Zip HHI
6864.97
Fdic Zip Top Bank Share Pct
80.54
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-04-12T04:00:00Z
Rdap Domain Last Changed
2022-02-11T17:33:47Z
Rdap Nameservers
Ns19.worldnic.comNs20.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI40,642
Returns3,320
Stub 2
AGI82,996
Returns2,310
Stub 3
AGI79,845
Returns1,300
Soi Zip Total Business Income
25,478
Soi Zip Total Cap Gains
68,355
Soi Zip Total Dividends
24,346
Soi Zip Total Returns
10,290
Top Owner CRD
1782641
Trust Company Affiliate
No

People (15)

15
HURLEY, DORANN, ALDERIN
IAR · Direct Owner · 87.5%
1782641
MARSHALL, KEITH, PATRICK
IAR · Executive Officer · 2.5%
6160543
KAYLA CHRISTINE Hammen
IAR
6101021
Alexander Joseph Matuschak
IAR
7905788
DANIEL J THOM
IAR
7315901
Logan Ribeiro
IAR
6954562
MEGAN ELIZABETH SCHNEIDER
IAR
4458332
TIMOTHY STEVEN PARADIS
IAR
5220778
Madison McAuliffe
IAR
7675513
Paul Louis Gaudio
IAR
6820698
PETER R MAKO
IAR
6943373
Ryan Ward Stanick
IAR
7266177
MADISON NICOLE MCNAMARA
IAR
7546457
HILLARY ROSE URBANCIC
IAR
6091942
ALEXANDER DOBECKI
IAR
7446127