Vice President and Director of Marketing · Chi-Rho Financial, LLC
Joseph B. Hurley
CRD 6325819 · Named on Form ADV at one SEC-registered adviser
At a glance
Chi-Rho Financial, LLC, an SEC-registered private fund adviser based in Atlanta, GA with $1.4 billion in regulatory assets, lists Joseph B. Hurley on its Form ADV as Vice President and Director of Marketing, a control person.
Firms and roles
- Chi-Rho Financial, LLCVice President and Director of MarketingPrivate fund adviser · Atlanta, GA · $1.4B in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph B. HurleyManaging Member, President, Co-Chief Investment Officer, Chi-Rho Financial, LLC
- Peter B. HurleyCo-Chief Investment Officer, Chi-Rho Financial, LLC
- Jason M. BuserChief Financial Officer, Chi-Rho Financial, LLC
- Elli N. KavrosChief Compliance Officer, Chi-Rho Financial, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.