RIA Intel›Advisers›Colorado›HART FINANCIAL, LLC

HART FINANCIAL, LLC

Advisory

AKRON, CO

Data as of Feb 13, 2026 · Source: SEC Form ADV

Rank in CO
#589
of 720 advisers by AUM
Average account
$127K
across 620 accounts
AUM per adviser
$79M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 13, 2026.

Total AUM
$79M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients423
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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