Wallace Hart Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 24, 2026, reports $264M in regulatory assets under management, 5 employees, and 873 accounts.
Assets Under Management
$264M
Employees
5
Offices
--
Total Clients
230
Primary office
LEXINGTON, KY
1792 ALYSHEBA WAY, SUITE 390, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 60.0% of total clients.
Top client categories% of clientsClients
1
Individuals
60.0%
138
2
HNWI
38.7%
89
3
Pooled Investment Vehicles
0.9%
2
4
Pension Plans
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$264Mas of March 24, 2026
Discretionary98.8%
$261M
99% of total RAUM98.8%
Non-discretionary1.2%
$3M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$264M
Total Accounts873
10Y AUM Change+$264M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee46:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.