Hardin Capital Partners, LLC
Firm details
- Headquarters
- Greenville, South Carolina
- CRD number
- 153023
- Registered since
- May 26, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI76.54%
- Individuals20.06%
- Corporations / Businesses1.36%
- Pension & Profit Sharing Plans1.08%
- Charitable Organizations0.97%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Hardin Capital Partners, LLC is an independent RIA organized as an LLC that provides financial planning and portfolio management primarily for individuals, families and small businesses. The firm is SEC-registered (registered in 2020) and is owned by an individual principal. Fee arrangements include a percentage of assets under management and hourly billing. Hardin serves both individual/family clients and institutional accounts and does not identify as an active ESG investor, multi-state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities38%
- Cash & Cash Equivalents14%
- US Government Bonds6%
- State & Local Bonds1%
Contacts
1 of 1Andrew Hardin
OwnerCRD 4534287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$81.7M in ETFs
87%
$70.9M
12%
$10.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $7M | 9,966 | 8.55% |
Location
Greenville, SC
Greenville
Location
Greenville, SC
Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.
- Metro area
- Greenville-Spartanburg-Anderson, SC
- Region
- South
- County
- Greenville
- Address
- 1207 E Washington St
- Time zone
- ET (UTC-5)
- Office locations
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