Hart Capital Management, Inc.

Hart Capital Management, Inc. (CRD# 112108) is a financial advisory firm headquartered in Spokane, WA. They manage $294,692,832 in 419 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    295
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $703,324
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, ID, MT, NV, OR, SC, WA

Financial Advisors at Hart Capital Management, Inc.
Showing 1 - 8 of 8 top financial advisors.
1
Karen F. Oeser
CRD#: 2381917
W.601 Main Avenue, Suite 1214, Spokane, WA 99201
96
Wealthminder
score

Karen Oeser (CRD# 2381917) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 23 years of experience in the finance industry.

2
Craig W. Hart
CRD#: 1352289
601 W. Main Avenue, #1214, Spokane, WA 99201
93
Wealthminder
score

Craig Hart (CRD# 1352289) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 32 years of experience in the finance industry.

3
Melanie J. Keiser
CRD#: 1333386
601 W. Main, Suite #1214, Spokane, WA 99201
93
Wealthminder
score

Melanie Keiser (CRD# 1333386) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 31 years of experience in the finance industry.

4
Kevin D. Lehinger
CRD#: 1481247
601 W. Main , Suite #1214, Spokane, WA 99201
93
Wealthminder
score

Kevin Lehinger (CRD# 1481247) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 31 years of experience in the finance industry.

5
Brian C. Wagnon
CRD#: 5918409
601 W Main, Spokane, WA 99201
90
Wealthminder
score

Brian Wagnon (CRD# 5918409) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 6 years of experience in the finance industry.

6
James C. Czirr
CRD#: 6217333
W.601 Main Avenue, Suite 1214, Spokane, WA 99201
89
Wealthminder
score

James Czirr (CRD# 6217333) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 4 years of experience in the finance industry.

7
William A. Moon
CRD#: 6406557
W.601 Main Avenue, Suite 1214, Spokane, WA 99201
88
Wealthminder
score

William Moon (CRD# 6406557) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 2 years of experience in the finance industry.

8
Dolly D. Dubois
CRD#: 6487588
W.601 Main Avenue, Suite 1214, Spokane, WA 99201
63
Wealthminder
score

Dolly Dubois (CRD# 6487588) is an Investment Advisor Representative working at Hart Capital Management, Inc. in Spokane, WA and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.