This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-24-2018
- Office Locations
- 1
Office Locations
About Hart Financial, LLC
Hart Financial, LLC is a Colorado RIA providing investment management and strategic wealth planning tailored to each client, emphasizing unbiased guidance and long-term outcomes. Led by CEO/CCO Mark Hart (15+ years in the industry), portfolios are built primarily with public funds and investment-grade corporate bonds, with limited ETF exposure, and custody includes Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 846 clients, or 846 clients per representative. That equates to $92.8K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Hart Financial, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Hart Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARK FLOR HART
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5059201
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,510,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,510,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Hart Financial, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.