WALLACE HART LLC
Legal name: WALLACE HART CAPITAL MANAGEMENT
CRD #285981 SEC #801-108930 LEXINGTON, KY 859-300-3030
SEC Registered Private Funds
Total AUM
$255.6M
Discretionary
$252.4M
Employees
6
Clients
1
Accounts
763
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $255.6M | $252.4M | $3.2M | 6 | 0 |
| Jul 2025 | $255.6M | $252.4M | $3.2M | 6 | 0 |
| Mar 2025 | $255.6M | $252.4M | $3.2M | 8 | 0 |
| Mar 2024 | $234.4M | $208.4M | $26M | 5 | 2 |
| Mar 2023 | $214.7M | $177M | $37.7M | 3 | 7 |
| Mar 2022 | $242.2M | $215.2M | $27M | 5 | 7 |
| Sep 2021 | $215M | $175M | $40M | 5 | 0 |
| Mar 2021 | $215M | $175M | $40M | 5 | 0 |
| Jun 2020 | $173M | $172M | $1M | 5 | 0 |
| Mar 2020 | $173M | $172M | $1M | 5 | 0 |
| Jul 2019 | $160M | $149M | $11M | 5 | 0 |
| Feb 2019 | $160M | $149M | $11M | 5 | 0 |
| Jun 2018 | $137.3M | $128.1M | $9.2M | 4 | 0 |
| Apr 2018 | $137.3M | $128.1M | $9.2M | 3 | 0 |
| Apr 2018 | $137.3M | $128.1M | $9.2M | 3 | 0 |
| Mar 2018 | $137.3M | $128.1M | $9.2M | 3 | 0 |
| Dec 2017 | $128M | $120M | $8M | 3 | 0 |
| May 2017 | $106M | $106M | $0 | 3 | 0 |
| May 2017 | $106M | $106M | $0 | 3 | 0 |
| Feb 2017 | $0 | $0 | $0 | 2 | 0 |
| Jan 2017 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$255.6M
Discretionary$252.4M
Non-Disc.$3.2M
Employees6
Clients0
DateJul 2025
Total AUM$255.6M
Discretionary$252.4M
Non-Disc.$3.2M
Employees6
Clients0
DateMar 2025
Total AUM$255.6M
Discretionary$252.4M
Non-Disc.$3.2M
Employees8
Clients0
DateMar 2024
Total AUM$234.4M
Discretionary$208.4M
Non-Disc.$26M
Employees5
Clients2
DateMar 2023
Total AUM$214.7M
Discretionary$177M
Non-Disc.$37.7M
Employees3
Clients7
DateMar 2022
Total AUM$242.2M
Discretionary$215.2M
Non-Disc.$27M
Employees5
Clients7
DateSep 2021
Total AUM$215M
Discretionary$175M
Non-Disc.$40M
Employees5
Clients0
DateMar 2021
Total AUM$215M
Discretionary$175M
Non-Disc.$40M
Employees5
Clients0
DateJun 2020
Total AUM$173M
Discretionary$172M
Non-Disc.$1M
Employees5
Clients0
DateMar 2020
Total AUM$173M
Discretionary$172M
Non-Disc.$1M
Employees5
Clients0
DateJul 2019
Total AUM$160M
Discretionary$149M
Non-Disc.$11M
Employees5
Clients0
DateFeb 2019
Total AUM$160M
Discretionary$149M
Non-Disc.$11M
Employees5
Clients0
DateJun 2018
Total AUM$137.3M
Discretionary$128.1M
Non-Disc.$9.2M
Employees4
Clients0
DateApr 2018
Total AUM$137.3M
Discretionary$128.1M
Non-Disc.$9.2M
Employees3
Clients0
DateApr 2018
Total AUM$137.3M
Discretionary$128.1M
Non-Disc.$9.2M
Employees3
Clients0
DateMar 2018
Total AUM$137.3M
Discretionary$128.1M
Non-Disc.$9.2M
Employees3
Clients0
DateDec 2017
Total AUM$128M
Discretionary$120M
Non-Disc.$8M
Employees3
Clients0
DateMay 2017
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees3
Clients0
DateMay 2017
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0