LP Profile

Wallace Hart Capital Management

Also known as wallace hart

Wealth ManagerLexington, United StatesFounded 2016
$160M
Assets Under Management
Lexington
Headquarters
Investment Focus

About Wallace Hart Capital Management

Lexington, Kentucky based fiduciary investment advisor that focuses on wealth planning, investment management, retirement planning and many more financial services

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wallace Hart Capital Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$264.0M
Total Clients
873
Filing Date
March 24, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Wallace Hart Capital Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Wallace Hart Capital Management?

Wallace Hart Capital Management is a wealth manager based in Lexington, United States, managing approximately $160M in assets.

Where is Wallace Hart Capital Management headquartered?

Wallace Hart Capital Management is headquartered in Lexington, United States.

How much does Wallace Hart Capital Management manage?

Wallace Hart Capital Management manages approximately $160M in assets under management.

When was Wallace Hart Capital Management founded?

Wallace Hart Capital Management was founded in 2016.

How can I contact Wallace Hart Capital Management?

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