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Todd Everett Hurlbut

25 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
97 clients
Average Client Portfolio
$978K average
Assets Under Management
$94.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

920 Incline Way, Suite 2D, Incline Village, NV, 89451-7429

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is the Chief Investment Officer and Portfolio Manager at Incline Investment Management, a hedge fund, dedicating minimal time. He is also the Chief Investment Officer at NewArc Investments, Inc., spending about 10-20% of his time, and an IAR since 2021. Todd also spends about half his time at Incline Investment Advisors, LLC, an RIA.

Employment History
Current Registrations
Incline Investment Advisors, LLC
May 2019 - Present · 6 yrs 9 mos
Incline Investment Management, LLC
February 2019 - Present · 7 yrs
Previous Registrations
Newarc Investments, INC.
May 2021 - November 2021 · 6 mos
Portsmouth Financial ServicesBroker
November 2012 - August 2017 · 4 yrs 9 mos
Portsmouth Financial Services
September 2012 - August 2017 · 4 yrs 11 mos
Bradley & Company, LLC
May 2012 - September 2012 · 4 mos
Everett Capital Management, LLC
March 2006 - December 2012 · 6 yrs 9 mos
Citigroup Global Markets INC.
October 2003 - March 2006 · 2 yrs 5 mos
Citigroup Global Markets INC.Broker
December 1999 - March 2006 · 6 yrs 3 mos
Sands Brothers & CO., LTD.Broker
January 1999 - October 1999 · 9 mos
State Registrations4 states
CALANVTX
Advisor
Exams
No exam information available for this advisor.
Todd Everett Hurlbut - Financial Advisor | TrueAdvisor