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Building 2WALLACE HART CAPITAL MANAGEMENT

Map pinLEXINGTON, KY
Phone859-300-3030
NotebookSEC #801-108930
Total AUM
$264M
Employees
5
Clients
230

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1792 ALYSHEBA WAY
SUITE 390
LEXINGTON
KY 40509
United States
Operating Hours
8:00 AM-5:00 PM
Monday - Friday
Phone
859-300-3030

ReceiptFinancials

Total AUM
$264M
Accounts
873
Discretionary
$260.8M
Accounts
820
Non-Discretionary
$3.2M
Accounts
53

ContactClients

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Individual Clients
138
AUM
$52.8M
HNW Individual Clients
89
AUM
$189.3M
Pooled Vehicle Clients
2
AUM
$17.5M
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILKYMINCOHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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