Todd E. Hurlbut

INCLINE INVESTMENT MANAGEMENT

Incline Village, NV 89451-7429

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CRD#: 3076899

Professional summary

Todd Everett Hurlbut is a registered financial advisor currently at INCLINE INVESTMENT MANAGEMENT, LLC located in Incline Village, Nevada and INCLINE INVESTMENT ADVISORS, LLC located in Incline Village, Nevada.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Todd has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 3 and Series 31 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

INCLINE INVESTMENT MANAGEMENT, HEDGE FUND. 798 TYNER WAY, INCLINE VILLAGE, NV 89451. TITLE: CHIEF INVESTMENT OFFICER, PORTFOLIO MANAGER. STARTED SEPT 1, 2012. APPROX. 24 HOURS PER MONTH, NO TIME SPENT DURING MARKET HOURS. RUN PROGRAM THAT GENERATES ORDERS OFF OF THE END OF DAY MARKET DATA. PLACE ORDERS THE NIGHT BEFORE THE NEXT TRADING DAY. NEWARC INVESTMENTS, INC. 4300 COMMERCE CT., SUITE 300-8, LISLE, IL 60532.TITLE:CHIEF INVESTMENT OFFICER. STARTED JUNE 1, 2019. BECAME REGISTERED AS AN IAR IN 05/2021, APPROX 20 HOURS A WEEK, ABOUT 5 HOURS DURING MARKET HOURS. INCLINE INVESTMENT ADVISORS, LLC; RIA, START DATE: 11/2016; INCLINE VILLAGE, NV; APPROX 80 HOURS PER MONTH, INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Everett Hurlbut's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 7, 2019 - Present

INCLINE INVESTMENT MANAGEMENT, LLC

Office #1: 920 Incline Way Suite 2d, Incline Village, NV 89451-7429

RIA

CRD#: 293335

Incline Village, NV

Current

May 30, 2019 - Present

INCLINE INVESTMENT ADVISORS, LLC

Office #1: 920 Incline Way Suite 2d, Incline Village, NV 89451-7429

RIA

CRD#: 293331

Incline Village, NV

Past

May 12, 2021 - November 1, 2021

NEWARC INVESTMENTS, INC.

RIA

CRD#: 122716

INCLINE VILLAGE, NV

Past

November 16, 2012 - August 28, 2017

PORTSMOUTH FINANCIAL SERVICES

CRD#: 13980

SAN RAFAEL, CA

Past

September 4, 2012 - August 28, 2017

PORTSMOUTH FINANCIAL SERVICES

RIA

CRD#: 13980

SAN RAFAEL, CA

Past

May 17, 2012 - September 6, 2012

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT LLC

RIA

CRD#: 144903

SAN FRANCISCO, CA

Past

March 6, 2006 - December 2, 2012

EVERETT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 138594

SAUSALITO, CA

Past

October 21, 2003 - March 23, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SAN FRANCISCO, CA

Past

December 8, 1999 - March 23, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SAN FRANCISCO, CA

Past

January 29, 1999 - October 27, 1999

SANDS BROTHERS & CO., LTD.

CRD#: 26816

NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/2/2020)

IAR

Louisiana
(2/26/2020)

IAR

Nevada
(2/7/2019)

IAR

Texas
(2/7/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/16/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/2/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/28/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/2012

General Securities Representative Examination

General Industry/Product Exam

Series 3

Date: 12/13/2002

National Commodity Futures Examination

General Industry/Product Exam

Series 31

Date: 11/20/2002

Futures Managed Funds Examination

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

CRD#: 293331 / SEC#:

Arizona

Registered Investment Advisory firm - (5/12/2021 Terminated)

California

Registered Investment Advisory firm - (1/2/2020 Approved)

Florida

Registered Investment Advisory firm - (7/6/2023 Approved)

Illinois

Registered Investment Advisory firm - (5/12/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (2/26/2020 Approved)

Nevada

Registered Investment Advisory firm - (5/28/2019 Approved)

North Carolina

Registered Investment Advisory firm - (2/11/2025 Approved)

Texas

Registered Investment Advisory firm - (2/7/2020 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

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

Mailing Address

Phone number

(775) 298-8161

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	293
AUM (Assets Under Management)	$ 94,835,405

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd E. Hurlbut

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Everett Hurlbut's CRS (Customer Relationship Summary).

Certified licenses

Experience

INCLINE INVESTMENT ADVISORS, LLC

NEWARC INVESTMENTS, INC.

PORTSMOUTH FINANCIAL SERVICES

PORTSMOUTH FINANCIAL SERVICES

BRADLEY & COMPANY PRIVATE WEALTH MANAGEMENT LLC

EVERETT CAPITAL MANAGEMENT, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

SANDS BROTHERS & CO., LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/16/1999

Series 63

Date: 2/2/1999

SIE

Date: 8/28/2017

Series 7

Date: 11/15/2012

Series 3

Date: 12/13/2002

Series 31

Date: 11/20/2002

Current Firm

INCLINE INVESTMENT ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INCLINE INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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