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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

HART CAPITAL MANAGEMENT, INC.

CWH CAPITAL MANAGEMENT, INC., CRD 112108

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fa0de32-88b3-8134-be59-5f430347bc0e

Data as of Jan 15, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 1
On other graphs: 1
Observed: Mar 28, 2012 to Jan 15, 2021
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

Hart Capital Management, Inc.

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $434MItem 5.F on the latest filing (2021-01-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $395M
Private client RAUM: $401MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,004
Individual clients: 211
High net worth clients: 176
Custody, client assets: $188M
SEC number: 801-58297
CRD: 112108
Filings on the tape: 30
First filed: Mar 28, 2012
Latest filed: Jan 15, 2021
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HART, CRAIG, WILLIAM	PRESIDENT, (CEO), CHIEF FINANCIAL OFFICER AND DIRECTOR	Na	yes	02/1995	Mar 28, 2012	Jan 15, 2021
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	12/2020	Jan 15, 2021	Jan 15, 2021
Olsen, Erin, Grace Kijima	CHIEF COMPLIANCE OFFICER	Na	no	09/2019	Sep 16, 2019	Jan 15, 2021

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
COEUR D'ALENE	Id	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Feb 25, 2020	$434M	$395M	12	9	1	n/a	n/a
2018	Mar 27, 2019	$364M	$331M	13	12	1	n/a	n/a
2017	Mar 29, 2018	$400M	$368M	12	11	1	n/a	n/a
2016	Mar 30, 2017	$339M	$312M	12	10	n/a	n/a	n/a
2015	Mar 23, 2016	$295M	$278M	9	8	n/a	n/a	n/a
2014	Mar 27, 2015	$291M	$275M	10	8	n/a	n/a	n/a
2013	Mar 27, 2014	$256M	$243M	9	8	n/a	n/a	n/a
2012	Mar 28, 2013	$185M	$176M	9	8	n/a	n/a	n/a
2011	Mar 28, 2012	$150M	$142M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$434M	$364M	19.3%	$339M	8.6%	11	13	1	1

Relationships

Controls (2)

← HART, CRAIG, WILLIAMOwnerPRESIDENT, (CEO), CHIEF FINANCIAL OFFICER AND DIRECTOR, ownership code NA, individual
Mar 28, 2012 to presentfactForm ADV
← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Jan 15, 2021 to presentfactForm ADV

Owns (1)

← Olsen, Erin, Grace KijimaOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 16, 2019 to presentfactForm ADV

Registered with (7)

← Nancy Jean AlmondAdvisorregistration: previous registration
Nov 29, 2018 to Jan 15, 2021factForm ADV
← BRIAN Christopher WAGNONAdvisorregistration: previous registration
Aug 31, 2018 to Sep 10, 2020factForm ADV
← KAREN OESERAdvisorregistration: previous registration
Aug 31, 2018 to Nov 12, 2019factForm ADV
← James Carl CzirrAdvisorregistration: previous registration
Aug 31, 2018 to Dec 5, 2018factForm ADV
← William Andrew MoonAdvisorregistration: previous registration
Dec 22, 2014 to Dec 31, 2017factForm ADV
← COLIN THOMAS KELLYAdvisorregistration: previous registration
Sep 27, 2005 to Oct 2, 2009factForm ADV
← SUSAN LYNN BRUNNERAdvisorregistration: previous registration
Mar 23, 2007 to Nov 5, 2007factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Mar 27, 2019
Hart Capital Management, Inc. reported 10 state-registered advisory representatives, up from 0 (2019-01-14 to 2019-03-27)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fa0de32-88b3-8134-be59-5f430347bc0e
First observed: Mar 28, 2012
Last observed: Jan 15, 2021 69 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HART CAPITAL MANAGEMENT, INC.

CWH CAPITAL MANAGEMENT, INC., CRD 112108

SPOKANE, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fa0de32-88b3-8134-be59-5f430347bc0e

Data as of Jan 15, 2021 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:23 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HART, CRAIG, WILLIAM

PRESIDENT, (CEO), CHIEF FINANCIAL OFFICER AND DIRECTOR

yes

02/1995

Mar 28, 2012

Jan 15, 2021

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

12/2020

Jan 15, 2021

Olsen, Erin, Grace Kijima

CHIEF COMPLIANCE OFFICER

09/2019

Sep 16, 2019

Jan 15, 2021

City

State

Country

Employees

Also broker-dealer

COEUR D'ALENE

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Feb 25, 2020

$434M

$395M

n/a

2018

Mar 27, 2019

$364M

$331M

n/a

2017

Mar 29, 2018

$400M

$368M

n/a

2016

Mar 30, 2017

$339M

$312M

n/a

2015

Mar 23, 2016

$295M

$278M

n/a

2014

Mar 27, 2015

$291M

$275M

n/a

2013

Mar 27, 2014

$256M

$243M

n/a

2012

Mar 28, 2013

$185M

$176M

n/a

2011

Mar 28, 2012

$150M

$142M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$434M

$364M

19.3%

$339M

8.6%