$264.0M Total AUM
$260.8M Disc. AUM
7.3% 3Y CAGR
5 Employees
235 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-13-2017
- Office Locations
- 1
Office Locations
1792 Alysheba WAY Suite 390 Lexington KY
About Wallace Hart Capital Management
Wallace Hart Capital Management is a Lexington, KY fiduciary RIA providing integrated financial planning and tailored investment management for business owners, retirees, and families. The team applies a disciplined, long-term process focused on consistent, stable results and publishes regular market perspectives for clients and prospects.
Team overview
43 AVG AGE
$88.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7.5 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JESSICA LOUISE BEDELL
Chief Compliance Officer
- CRD
- #5374616
- Ownership
- Less than 5%
Available
Available
Available
MICHAEL ANDREW HART
FOUNDER
- CRD
- #6027005
- Ownership
- Less than 5%
Available
Available
Available
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Brandon Jay Smith
Financial Advisor
- CRD
- #7972265
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $260,806,027 | $318,056 |
| Non-Discretionary | $3,195,238 | $60,288 |
| Total | $264,001,265 | $302,407 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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