This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-18-1990
- Office Locations
- 1
Office Locations
About Hartline Investment Corporation
Hartline Investment Corporation is a Chicago-area investment adviser serving individuals/families and institutions (foundations, endowments, retirement plans). The firm builds custom, multi-asset portfolios and provides retirement and estate investment planning, plus financial coaching and goal-tracking planning software. Clients work directly with portfolio managers; the team averages 30+ years’ experience, and its managed accounts are predominantly ETF-based.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Brian William Hart
Chief Executive Officer, President
- CRD
- #6729326
- Ownership
- 75% or more
Kathryn Dunn Parker
Chief Compliance Officer
- CRD
- #6564615
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
WILLIAM GEORGE HART
--
- CRD
- #2063060
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $669,337,652 | $1,616,758 |
| Non-Discretionary | $266,143,897 | $6,491,315 |
| Total | $935,481,549 | $2,056,003 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $935,481,549
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $170,923,596 | 9.8% |
| Corporate - Investment Grade | $551,141,390 | 31.6% |
| Public Funds | $261,617,748 | 15.0% |
| U.S. Government/Agency | $760,435,588 | 43.6% |
| Total | $1,744,118,322 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL CAPITAL | VALUE QUANTUM | TYSIPG4LJ | WEGX | 7.08% | $46,884,448 |
| HARBOR MOMENTUM | NORTH PIONEER | I660KHPBH | BCGJ | 7.26% | $89,371,653 |
| DELTA ELEMENT | PATHWAY MERIDIAN | B9HV1Z3W6 | UZZG | 3.97% | $54,372,660 |
| VALUE WAVE | MATRIX RIDGE | VU9XD3IQD | FCE | 6.65% | $18,190,590 |
| PEAK EAGLE BEACON | OAK OPTIMA | KC6XVTVHT | GTQWF | 3.08% | $23,990,566 |
| RADIAL QUANTUM | TIMBER INSIGHT | 7IM18WWYP | XGNYA | 9.47% | $111,481,567 |
| EMBER HORIZON FOCUS | VITAL INSIGHT | IDG7TLO6Y | MSKJI | 5.20% | $25,286,947 |
| FOCUS PATHWAY PEAK | PATHWAY HARBOR | URY0LOXOS | HZE | 0.66% | $2,226,154 |