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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BEDELL, JESSICA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEDELL, JESSICA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEDELL, JESSICA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEDELL, JESSICA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEDELL, JESSICA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEDELL, JESSICA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BEDELL, JESSICA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER | NA | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER & CHIEF INVESTMENT OFFICER | NA | Control |
| Wallace, Julie, Bourne | I | MANAGER & CHIEF COMPLIANCE OFFICER | E | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| BOURNE WALLACE, LLC | DE | OWNER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| WALLACE, JEREMY, NATHAN | I | FOUNDER, ELECTED MANAGER, CHIEF INVESTMENT OFFICER, & CHIEF COMPLIANCE OFFICER | D | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART CONSULTING, LLC | DE | OWNER | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | C | Control |
| HART, MICHAEL, ANDREW | I | FOUNDER, MEMBER & CHIEF PLANNING STRATEGIST | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| HART, MICHAEL, ANDREW | I | HART CONSULTING, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
| WALLACE, JEREMY, NATHAN | I | BOURNE WALLACE, LLC | E | Control |
Registrations
Federal
IA
Sep 24, 2025 REGISTERED
Notice Filings (10)
FL IL KY MI NC OH OR TN TX VA
Address
1792 ALYSHEBA WAYSUITE 390
LEXINGTON, KY 40509
United States
Phone: 859-300-3030