DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Hardin Capital Partners, LLC
Latest filing Jul 22, 2026
First filing on the tape Feb 2, 2012 · 19 filings
SEC status approved since May 26, 2020
RAUM
$448M
reported, Item 5.F
Discretionary
73%
of RAUM
Private clients
97%
$433M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$448M
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$448M as of Jul 22, 2026
Feb 2, 2012$47.3M then
HNW client RAUM$343M as of Jul 22, 2026
Feb 25, 2021$99.8M then
State-registered IARs (5.B.3)1 as of Jul 22, 2026
Feb 2, 20120 then
Employees (5.A)3 as of Jul 22, 2026
Feb 25, 20213 then
Private funds: no history
RAUM +20% over the last fiscal year+15% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Jul 22, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $448MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 504derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $336,685derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 73%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +10%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 5.G
- Custody
- $147M, 197 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$343M77%
- Individuals$89.8M20%
- Corporations and businesses$6.1M1.4%
- Pension and profit-sharing plans$4.8M1.1%
- Charitable organizations$4.3M1.0%
- Individual clients
- 410reported
- HNW clients
- 94reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,330reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $147M for 197 clientsreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Andrew Joseph HardinCertified Financial Planner | Greenville, Sc | Mar 15, 2010 | 24 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Andrew Joseph Hardin from Wells Fargo AdvisorsMar 15, 2010 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Joseph Andrew Hardin · Chief Compliance Officer/Managing Membercontrolsince 03/2010 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,212 to 1,330Feb 19, 2025 to Feb 3, 2026
- Charity clients · 6.0 to unsetFeb 19, 2025 to Feb 3, 2026
- Corporate clients · 13 to 16Feb 19, 2025 to Feb 3, 2026
- HNW clients · 68 to 94Feb 19, 2025 to Feb 3, 2026
- Individual clients · 390 to 410Feb 19, 2025 to Feb 3, 2026
- Assets in custody · $15.4M to $147MFeb 19, 2025 to Feb 3, 2026
- Employees · 2 to 3Feb 19, 2025 to Feb 3, 2026
- Financial planning clients · 0 to 1-10Feb 19, 2025 to Feb 3, 2026
- Discretionary RAUM · $253M to $328MFeb 19, 2025 to Feb 3, 2026
- HNW RAUM · $266M to $343MFeb 19, 2025 to Feb 3, 2026
- Individual RAUM · $97.2M to $89.8MFeb 19, 2025 to Feb 3, 2026
- Non-discretionary RAUM · $120M to $120MFeb 19, 2025 to Feb 3, 2026
- Pension RAUM · $4.3M to $4.8MFeb 19, 2025 to Feb 3, 2026
- RAUM · $373M to $448MFeb 19, 2025 to Feb 3, 2026
- Accounts · 1,111 to 1,212Jan 2, 2025 to Feb 19, 2025
- Charity clients · unset to 6.0Jan 2, 2025 to Feb 19, 2025
- Corporate clients · 12 to 13Jan 2, 2025 to Feb 19, 2025
- HNW clients · 41 to 68Jan 2, 2025 to Feb 19, 2025
- Individual clients · 383 to 390Jan 2, 2025 to Feb 19, 2025
- Assets in custody · $9.9M to $15.4MJan 2, 2025 to Feb 19, 2025
- Employees · 3 to 2Jan 2, 2025 to Feb 19, 2025
- Financial planning clients · 51-100 to 0Jan 2, 2025 to Feb 19, 2025
- Discretionary RAUM · $323M to $253MJan 2, 2025 to Feb 19, 2025
- HNW RAUM · $228M to $266MJan 2, 2025 to Feb 19, 2025
- Individual RAUM · $112M to $97.2MJan 2, 2025 to Feb 19, 2025
- Non-discretionary RAUM · $25.2M to $120MJan 2, 2025 to Feb 19, 2025
- Pension RAUM · unset to 4287202.0Jan 2, 2025 to Feb 19, 2025
- RAUM · $348M to $373MJan 2, 2025 to Feb 19, 2025
- Accounts · 992 to 1,111Feb 22, 2023 to Feb 5, 2024
- Charity clients · 5.0 to unsetFeb 22, 2023 to Feb 5, 2024
- Corporate clients · 10 to 12Feb 22, 2023 to Feb 5, 2024
- HNW clients · 31 to 41Feb 22, 2023 to Feb 5, 2024
- Individual clients · 360 to 383Feb 22, 2023 to Feb 5, 2024
- Assets in custody · $12.7M to $9.9MFeb 22, 2023 to Feb 5, 2024
- Financial planning clients · 101-250 to 51-100Feb 22, 2023 to Feb 5, 2024
- Discretionary RAUM · $197M to $323MFeb 22, 2023 to Feb 5, 2024
- HNW RAUM · $185M to $228MFeb 22, 2023 to Feb 5, 2024
- Individual RAUM · $105M to $112MFeb 22, 2023 to Feb 5, 2024
- Non-discretionary RAUM · $98.7M to $25.2MFeb 22, 2023 to Feb 5, 2024
- RAUM · $296M to $348MFeb 22, 2023 to Feb 5, 2024
Signals
2 dated events
- Hardin Capital Partners, Llc reported RAUM $320.1M, up 90% from $168.3M (2021-09-13 to 2022-03-09)Mar 9, 2022 · RAUM change · derived
- Hardin Capital Partners, Llc filed its initial SEC registration (Form ADV)Apr 24, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 864-252-4200reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- HARDINCAPITALPARTNERS.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 864-252-4200reportedpublic record, Form ADV, Jul 22, 2026
- Contact form
- hardincapitalpartners.com/contact.htmlreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $448Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026