Hart Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Hart Investment Management serves individual and high-net-worth clients, providing discretionary investment management, non-discretionary advice for held-away retirement and education accounts, and integrated financial planning as part of its advisory services. Like many independent advisers, it charges asset-based fees and constructs personalized portfolios for individual clients.
The firm emphasizes asset allocation as the primary determinant of long-term returns, establishing strategic allocation targets with tactical ranges and dynamically adjusting exposures to reflect prevailing market conditions. Portfolios are implemented using ETFs, common stocks, and mutual funds, and the firm uses a mix of fundamental, technical, and quantitative analysis; management is generally discretionary while held-away employer-plan advice is provided on a non-discretionary basis and may rely on client-provided information.
Distinctive features include a very small client roster relative to reported assets under management, producing a relatively high asset concentration per client, and the use of standing letters of authorization that results in the firm reporting custody of certain client assets. The firm’s principal holds the CFA designation and has prior institutional research and investment leadership experience, and the firm provides ongoing financial planning to managed clients at no separate charge while not issuing routine written reports for accounts.
Client services
Expertise
Fee options
$0 - $499,999: 1.45% $500,000 - $999,999: 1.20% $1,000,000 - $2,999,999: 0.95% $3,000,000 - $4,999,999: 0.80% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.50%
$300 per hour for clients with less than $250,000 in assets under management/advisement.
Account minimum: $250,000 Fee-only: Clients below $250,000 may be charged $300 per hour based on hours worked.
Main office
Camas WA
Advisors at this office
1
Most active in
Texas · Washington
Also doing business as
Hart Investment Management, LLC · Him
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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