H
CRD: 145306
Hart Investment Management Inc.
Southern Pines, NC
9106950403
$42.7M Total AUM
$30.4M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-04-2008
- Office Locations
- 1
Office Locations
-- Southern Pines NC
About Hart Investment Management Inc.
Hart Investment Management Inc. is a Southern Pines-based RIA. The firm has been operating for 18 years. Managing $42.7M in total assets under management, with 1 advisory representatives. Services offered include Portfolio Construction.
Team overview
67 AVG AGE
$42.7M AVG AUM / ADVISOR
$520.7K AVG AUM / CLIENT
18.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
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Asset Classes
Capital
Investment Themes
Element vertex
Investment Vehicles
Unison crest
Services
Fusion
Owner & Executives
THOMAS VANTINE HART
Chief Compliance Officer, Owner, President
- CRD
- #1082981
- Ownership
- 75% or more
(513) 752-4606
glacier.beacon@optimacapital.com
in linkedin.com/in/oak-zenith
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,399,997 | -- |
| Non-Discretionary | $12,300,000 | -- |
| Total | $42,699,997 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,699,997
Equity - OTC:
19.2% Cash:
20.4% Equity - Exchange:
11.6% Corporate - Investment Grade:
16.9% Public Funds:
18.5% Municipal Bonds:
13.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $606,344,248 | 19.2% |
| Cash | $644,240,763 | 20.4% |
| Equity - Exchange | $366,332,983 | 11.6% |
| Corporate - Investment Grade | $533,709,260 | 16.9% |
| Public Funds | $584,237,947 | 18.5% |
| Municipal Bonds | $423,177,757 | 13.4% |
| Total | $3,158,042,958 | 100.0% |