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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WALLACE HART CAPITAL MANAGEMENT

WALLACE HART LLC, CRD 285981

LEXINGTON, KY

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:a0a12a88-57cc-180e-749e-aa9800ae2ae2

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 3
On other graphs: 0
Observed: Jan 4, 2017 to Mar 24, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.07 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $264MItem 5.F on the latest filing (2026-03-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $261M
Private client RAUM: $242MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $66.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 873
Individual clients: 138
High net worth clients: 89
Private funds: 1Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-108930
CRD: 285981
Filings on the tape: 22
First filed: Jan 4, 2017
Latest filed: Mar 24, 2026
Organised: Limited Liability Company, KY
Website: wallacehart.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JESSICA LOUISE BEDELL	n/a	LEXINGTON, KY	2	19	1	no
jeremy wallace	n/a	LEXINGTON, KY	2	25	2	no
Brandon Jay Smith	n/a	LEXINGTON, KY	2	11	n/a	no
MICHAEL ANDREW HART	n/a	LEXINGTON, KY	0	14	1	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
WALLACE HART MOMENTUM FUND, LP	Hedge Fund	$22.0M	Mar 19, 2024	33	Mar 31, 2022	reported	021-438429

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
BEDELL, JESSICA, LOUISE	CHIEF COMPLIANCE OFFICER	Na	yes	07/2021	Sep 14, 2021	Mar 19, 2024
BOURNE WALLACE, LLC	Owner	D	yes	07/2019	Jul 17, 2019	Mar 19, 2024
HART CONSULTING, LLC	Owner	C	yes	07/2019	Jul 17, 2019	Mar 19, 2024
HART, MICHAEL, ANDREW	MANAGER AND MEMBER	E	yes	06/2019	Feb 17, 2017	Mar 19, 2024
HART, MICHAEL, ANDREW	FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST	Na	yes	02/2017	Feb 17, 2017	Mar 19, 2024
WALLACE, JEREMY, NATHAN	MANAGER AND MEMBER	E	yes	06/2019	Feb 17, 2017	Mar 19, 2024
WALLACE, JEREMY, NATHAN	FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER	Na	yes	02/2017	Feb 17, 2017	Mar 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WALLACE HART CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a

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	Private funds	Fund GAV
2025	Mar 24, 2026	$264M	$261M	5	3	1	n/a
2024	Mar 10, 2025	$256M	$252M	8	3	1	n/a
2023	Mar 19, 2024	$234M	$208M	5	3	1	$22.0M
2022	Mar 30, 2023	$215M	$177M	3	2	1	$18.4M
2021	Mar 31, 2022	$242M	$215M	5	3	1	$10.2M
2020	Mar 2, 2021	$215M	$175M	5	3	n/a	n/a
2019	Mar 30, 2020	$173M	$172M	5	3	n/a	n/a
2018	Feb 14, 2019	$160M	$149M	5	3	n/a	n/a
2017	Mar 26, 2018	$137M	$128M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	0

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
2025	$264M	$256M	3.3%	$215M	7.1%	5	8	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
UBS FINANCIAL SERVICES INC.	2	Feb 28, 2017	Nov 18, 2025	LEXINGTON, KY	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (5)

← MICHAEL ANDREW HARTAdvisorregistration: current employment
Nov 18, 2025 to presentfactForm ADV
← Brandon Jay SmithAdvisorregistration: current employment
Sep 19, 2024 to presentfactForm ADV
← jeremy wallaceAdvisorregistration: current employment
Aug 19, 2024 to presentfactForm ADV
← JESSICA LOUISE BEDELLAdvisorregistration: current employment
Jun 21, 2024 to presentfactForm ADV
← CHAD H KOBESAdvisorregistration: previous registration
Jun 12, 2018 to Mar 10, 2023factForm ADV

Advises (1)

→ WALLACE HART MOMENTUM FUND, LPPrivate fundHedge Fund, IA
Mar 31, 2022 to presentfactForm ADV

Moved with (1)

← UBS FINANCIAL SERVICES INC.Registered adviser2 advisors, team lift out, same day
Feb 28, 2017 to Nov 18, 2025factForm ADV

Controls (5)

← WALLACE, JEREMY, NATHANOwnerMANAGER AND MEMBER, ownership code E, individual
Feb 17, 2017 to Mar 19, 2024factForm ADV
← BEDELL, JESSICA, LOUISEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 14, 2021 to Mar 19, 2024factForm ADV
← HART, MICHAEL, ANDREWOwnerMANAGER AND MEMBER, ownership code E, individual
Feb 17, 2017 to Mar 19, 2024factForm ADV
← BOURNE WALLACE, LLCOwnerOWNER, ownership code D, domestic entity
Jul 17, 2019 to Mar 19, 2024factForm ADV
← HART CONSULTING, LLCOwnerOWNER, ownership code C, domestic entity
Jul 17, 2019 to Mar 19, 2024factForm ADV

Dated events

Occurred
Mar 10, 2023
Advisor changed firm
Chad H Kobes left Wallace Hart Capital Management for Brk Wealth Management Llc (registered 2023-05-30)
Form ADVobserved 6 days ago
Occurred
Sep 14, 2021
Control person joined
Louise Jessica Bedell (Chief Compliance Officer) appeared on Schedule A of Wallace Hart Capital Management
Form ADVobserved 6 days ago
Occurred
Jan 4, 2017
First Form ADV filing
Nathan Andrew Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0a12a88-57cc-180e-749e-aa9800ae2ae2
First observed: Jan 4, 2017
Last observed: Mar 24, 2026 6 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.

WALLACE HART CAPITAL MANAGEMENT

WALLACE HART LLC, CRD 285981

LEXINGTON, KY

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:a0a12a88-57cc-180e-749e-aa9800ae2ae2

Data as of Mar 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JESSICA LOUISE BEDELL

n/a

LEXINGTON, KY

jeremy wallace

n/a

LEXINGTON, KY

Brandon Jay Smith

n/a

LEXINGTON, KY

n/a

MICHAEL ANDREW HART

n/a

LEXINGTON, KY

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

WALLACE HART MOMENTUM FUND, LP

Hedge Fund

$22.0M

Mar 19, 2024

Mar 31, 2022

reported

021-438429

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BEDELL, JESSICA, LOUISE

CHIEF COMPLIANCE OFFICER

yes

07/2021

Sep 14, 2021

Mar 19, 2024

BOURNE WALLACE, LLC

Owner

yes

07/2019

Jul 17, 2019

Mar 19, 2024

HART CONSULTING, LLC

Owner

yes

07/2019

Jul 17, 2019

Mar 19, 2024

HART, MICHAEL, ANDREW

MANAGER AND MEMBER

yes

06/2019

Feb 17, 2017

Mar 19, 2024

HART, MICHAEL, ANDREW

FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST

yes

02/2017

Feb 17, 2017

Mar 19, 2024

WALLACE, JEREMY, NATHAN

MANAGER AND MEMBER

yes

06/2019

Feb 17, 2017

Mar 19, 2024

WALLACE, JEREMY, NATHAN

FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER

yes

02/2017

Feb 17, 2017

Mar 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WALLACE HART CAPITAL PARTNERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$264M

$261M

n/a

2024

Mar 10, 2025

$256M

$252M

n/a

2023

Mar 19, 2024

$234M

$208M

$22.0M

2022

Mar 30, 2023

$215M

$177M

$18.4M

2021

Mar 31, 2022

$242M

$215M

$10.2M

2020

Mar 2, 2021

$215M

$175M

n/a

2019

Mar 30, 2020

$173M

$172M

n/a

2018

Feb 14, 2019

$160M

$149M

n/a

2017

Mar 26, 2018

$137M

$128M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$264M

$256M

3.3%

$215M

7.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

UBS FINANCIAL SERVICES INC.

Feb 28, 2017

Nov 18, 2025

LEXINGTON, KY

Team lift out

Wirehouse to new firm

0.0%