← Back to searchVisit website
WALLACE HART CAPITAL MANAGEMENT
WALLACE HART LLC
CRD 285981 · SEC 801-108930
1792 ALYSHEBA WAY, SUITE 390, LEXINGTON, KY, 40509, United States
Phone
859-300-3030
Fax
859-300-3025
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$264.0M
Discretionary AUM
$260.8M
Team
5 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 138 | $52.8M |
| High net worth individuals | 89 | $189.3M |
| Pooled investment vehicles | 2 | $17.5M |
| Pension/profit sharing plans | 1 | $4.3M |
States served
IL, KY, MI, NC, OH, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD