Data sourced from SEC Form ADV filed March 24, 2026
Overview
Headquarters
Lexington, KY
Total Firm Assets
$264 million
Average High-Net-Worth Client Portfolio Size
$2.1 million
Stated Minimum Account Size
$500,000
Fee Disclosure
Source: WALLACE HART CAPITAL MANAGEMENT - PART 2A BROCHURE (2025-09-24)
· View brochure text Latest filing: WALLACE HART CAPITAL MANAGEMENT - PART 2A BROCHURE (2026-03-24)
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Min
Max
Disclosed Annual Rate
$0
$1,000,000
1.75%
$1,000,001
$3,000,000
1.50%
$3,000,001
$5,000,000
1.35%
$5,000,001
$10,000,000
1.25%
$10,000,001
and above
1.00%
Estimated Annual Advisory Fees
Portfolio Value
Estimated Annual Fee
Effective Fee Rate
$1 million
$17,500
1.75%
$5 million
$74,500
1.49%
$10 million
$137,000
1.37%
$50 million
$537,000
1.07%
$100 million
$1,037,000
1.04%
Actual fees may vary; other investment costs may apply.
Clients
High-Net-Worth Share of Firm Assets
71.72%
Number of High-Net-Worth Clients
89
Total Client Accounts
873
Discretionary Accounts
820
Non-Discretionary Accounts
53
Services Offered
Services:
Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Regulatory Filings
SEC CRD Number
285981
WALLACE HART CAPITAL MANAGEMENT - PART 2A BROCHURE (2026-03-24)
· View brochure text
WALLACE HART CAPITAL MANAGEMENT - PART 2A BROCHURE (2025-09-24)
(fee schedule source)
· View brochure text
Wallace Hart Capital Management's Form ADV discloses 1.75% on the first $1 million, 1.50% on the next $2 million, 1.35% on the next $2 million, 1.25% on the next $5 million, and 1.00% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #285981), Wallace Hart Capital Management is subject to fiduciary duty under federal law.
Wallace Hart Capital Management is headquartered in LEXINGTON, KY.
Wallace Hart Capital Management serves 89 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, Wallace Hart Capital Management offers financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. View all service details ↓
Wallace Hart Capital Management manages $264 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, Wallace Hart Capital Management serves high-net-worth individuals and pooled investment vehicles. View client details ↓