Hardin Capital Partners, LLC logo

Hardin Capital Partners, LLC

Updated today

Client AUM

$432,547,285

Clients

504

Advisors

1

of 3 employees

About

Hardin Capital Partners advises individuals, small business owners, trusts, estates, corporations and charitable organizations, providing financial planning, portfolio management, retirement advice and project-based consulting. The firm offers limited financial planning together with discretionary and non-discretionary portfolio management and develops a tailored Financial Profile and Investment Plan for each client.

HCP implements investment plans using mutual funds, ETFs, individual equities and fixed‑income instruments, applying fundamental analysis for stock selection and periodic evaluation of bond and fund choices. Accounts are typically managed on a discretionary basis, reviewed at least quarterly by the firm’s principal, and retirement account advice is provided under applicable fiduciary standards.

This firm is notable for the scale of assets managed by a single-advisor practice—approximately $448 million across discretionary and non-discretionary mandates with a client base of roughly 500—which is an uncommon combination among similarly supported firms. The ADV also discloses operational practices that distinguish the firm from many peers, including the use of Schwab’s institutional platform for custody and execution, trade aggregation and cross‑trade arrangements, review of third‑party service providers that employ artificial intelligence components, and the principal’s insurance licensing with potential commission‑based recommendations.

Client services

Financial planning Portfolio management

Expertise

General retirement planning Cash flow / budgeting

Occupation focus

Founder/Business Owner

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Fee options

Percentage

$0 - $500,000: 1.25% $500,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000+: Negotiable

Project-based

$300 per hour for general consulting services

Other

Account minimum: $100,000 Minimum fee: $500 minimum annual fee

Main office

1207 E. Washington St

Greenville SC 29601

Advisors at this office

1

Most active in

Florida · Georgia · Louisiana · New Hampshire · North Carolina · South Carolina · Tennessee · Texas

Also doing business as

Hardin Capital Partners · Hardin Capital Partners, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

View complete list of advisors at this firm
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