HART FINANCIAL, LLC

Overview

Hart Financial, LLC is a privately owned limited liability advisory firm focused on portfolio management for individuals and small businesses, with capacity to serve both individual/family and some institutional clients. The firm operates on a percentage-of-assets fee model and concentrates client portfolios primarily in pooled public funds rather than running proprietary investment vehicles. Hart Financial does not position itself as an ESG investor, and its filings indicate it is not a capital allocator or multi-state adviser. The firm also maintains an industry affiliation with an insurance company, which aligns with its use of insurance-based products within client solutions. Investment activity centers on using third-party mutual funds and public pooled vehicles as the primary building blocks for client portfolios, with supplemental allocations into real estate strategies and insurance products. That mix suggests a model that favors diversified, easily implementable portfolios for smaller to mid-sized client relationships, while enabling access to alternatives through external managers when clients require real estate exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices