CRD: 153023
Hardin Capital Partners, LLC
$447.8M Total AUM
$327.6M Disc. AUM
15.2% 3Y CAGR
3 Employees
520 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-15-2010
- Office Locations
- 1
Office Locations
1207 E. Washington ST Greenville SC
About Hardin Capital Partners, LLC
Hardin Capital Partners, LLC is a Greenville-based RIA. The firm has been operating for 16 years. Managing $447.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Wells Fargo. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$447.8M AVG AUM / ADVISOR
$861.1K AVG AUM / CLIENT
16.3 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Crest Vector
Client Personas
Foundation value
CRM
Vertex
Investment Vehicles
Zenith Signal
Services
Value Peak focus Alpha value Unison ridge Radial Glacier
Owner & Executives
A
ANDREW JOSEPH HARDIN
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4534287
- Ownership
- 75% or more
(829) 589-6206
timber.element@vertexcapital.com
in linkedin.com/in/insight-pathway
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $327,602,360 | $251,808 |
| Non-Discretionary | $120,189,266 | $4,144,457 |
| Total | $447,791,626 | $336,685 |
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Separately Managed Accounts
Total SMA Asset: $447,791,626
Public Funds:
25.2% Equity - Exchange:
12.0% Cash:
16.4% U.S. Government/Agency:
21.6% Corporate - Investment Grade:
10.1% Municipal Bonds:
14.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,885,463,740 | 25.2% |
| Equity - Exchange | $897,839,876 | 12.0% |
| Cash | $1,227,047,831 | 16.4% |
| U.S. Government/Agency | $1,616,111,777 | 21.6% |
| Corporate - Investment Grade | $755,681,896 | 10.1% |
| Municipal Bonds | $1,099,853,849 | 14.7% |
| Total | $7,481,998,969 | 100.0% |