H
CRD: 309661
Hart Investment Management, LLC
Camas, WA
8586333446
$16.4M Total AUM
$16.4M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-17-2020
- Office Locations
- 1
Office Locations
-- Camas WA
About Hart Investment Management, LLC
Hart Investment Management, LLC is a Camas-based RIA. The firm has been operating for 5 years. Managing $16.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
43 AVG AGE
$16.4M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Meridian ember
Investment Themes
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Investment Vehicles
Foundation element
Services
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Owner & Executives
RYAN K HART
Chief Compliance Officer, Managing Member
- CRD
- #4567302
- Ownership
- 75% or more
(407) 386-9550
ember.prime@matrixcapital.com
in linkedin.com/in/foundation-capital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,375,190 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,375,190 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,375,190
Public Funds:
49.0% Cash:
51.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $513,598,265 | 49.0% |
| Cash | $534,561,460 | 51.0% |
| Total | $1,048,159,725 | 100.0% |