$78.5M Total AUM
$78.5M Disc. AUM
-- 3Y CAGR
1 Employees
846 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-24-2018
- Office Locations
- 1
Office Locations
148 West 2ND St. Akron CO
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.
Team overview
41 AVG AGE
$78.5M AVG AUM / ADVISOR
$92.8K AVG AUM / CLIENT
8.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Horizon summit Unison frontier Fusion bridge Oak
Client Personas
Glacier catalyst Delta value
Custodian
Vector ember Wave Unison zenith
Investment Themes
North Zenith Peak
Investment Vehicles
Vector
Services
Pathway Insight fusion Timber vital Capital Wave harbor Vector vector Vertex Timber timber Wave alpha Optima signal North Timber Matrix
Owner & Executives
MARK FLOR HART
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5059201
- Ownership
- 75% or more
(698) 911-4941
beacon.value@radialcapital.com
in linkedin.com/in/wave-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,510,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,510,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,510,000
Public Funds:
33.2% Corporate - Investment Grade:
17.0% Cash:
27.3% Equity - Exchange:
11.5% U.S. Government/Agency:
11.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,330,023,939 | 33.2% |
| Corporate - Investment Grade | $681,036,354 | 17.0% |
| Cash | $1,093,664,263 | 27.3% |
| Equity - Exchange | $460,701,063 | 11.5% |
| U.S. Government/Agency | $440,670,582 | 11.0% |
| Total | $4,006,096,201 | 100.0% |