A complete list of active advisors currently associated with Wallace Hart Capital Management

Warmer can help you find a great advisor at Wallace Hart Capital Management or one who fits your needs even better.

Wallace Hart Capital Management serves individual investors (including high‑net‑worth clients), retirement and employer‑sponsored plans, corporations, trusts, estates, charitable organizations, and pooled investment vehicles. The firm provides discretionary and non‑discretionary portfolio management and limited financial planning services, developing a client-specific Financial Profile and Investment Plan at the outset of the relationship. Investment decisions are grounded in fundamental analysis and implemented across mutual funds, ETFs, common stock and other instruments; strategies described in the brochure include long‑ and short‑term purchases, short sales, margin transactions, options and trading, with regular account reviews (typically quarterly). Wallace Hart manages client accounts directly and also operates pooled vehicles that employ an equities‑focused, long/short approach targeted at mid‑ and large‑cap companies. A notable feature of the firm is its role as investment adviser to two private pooled funds (an onshore limited partnership and an offshore feeder), with Wallace Hart Capital Partners, LLC serving as the Funds’ general partner under common control with the adviser. While Wallace Hart does not directly charge performance fees on client accounts, a portion of Fund profits is allocated to the General Partner as a performance allocation (creating a potential conflict the brochure addresses through a return‑of‑capital condition for allocations, the firm’s Code of Ethics, and by not charging advisory fees to clients on assets invested in the Funds); the Funds use a prime broker (Interactive Brokers), are audited annually, and have a generally disclosed minimum investment.

To learn more about the advisors currently working at Wallace Hart Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.