Wallace Hart Capital Management

Wallace Hart Capital Management (CRD# 285981) is a financial advisory firm headquartered in Lexington, KY. They manage $234,437,210 in 635 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
1792 Alysheba Way, Suite 390, Lexington, KY 40509
https://www.facebook.com/wallacehartcapital/
By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    635
    ACCOUNTS
  • Average Account Value
    $369,192
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, KY, MI, NC, OH, TN, TX, VA

Financial Advisors at Wallace Hart Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
Jessica Bedell, financial advisor Lexington KY
Jessica L. Bedell
CRD#: 5374616
1792 Alysheba Way, Suite 390, Lexington, KY 40509

Jessica Bedell (CRD# 5374616) is an Investment Advisor Representative working at Wallace Hart Capital Management in Lexington, KY and has over 15 years of experience in the finance industry.

2
Michael Hart, financial advisor Lexington KY
Michael A. Hart
CRD#: 6027005
1792 Alysheba Way, Suite 390, Lexington, KY 40509

Michael Hart (CRD# 6027005) is an Investment Advisor Representative working at Wallace Hart Capital Management in Lexington, KY and has over 11 years of experience in the finance industry.

3
Jeremy Wallace, financial advisor Lexington KY
Jeremy N. Wallace
CRD#: 3040496
1792 Alysheba Way, Suite 390, Lexington, KY 40509

Jeremy Wallace (CRD# 3040496) is an Investment Advisor Representative working at Wallace Hart Capital Management in Lexington, KY and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals