RIA Intel›Advisers›North Carolina›HART INVESTMENT MANAGEMENT INC.

HART INVESTMENT MANAGEMENT INC.

Advisory

NC

Data as of Mar 17, 2026 · Source: SEC Form ADV

Average account

$521K

across 82 accounts

AUM per adviser

$43M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM

$43M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$43M

Discretionary AUM$30M

Non-Discretionary AUM$12M

Discretionary %71.2%

Total Clients82

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

82 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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CADENCE WEALTH PARTNERS, LLC

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OPTIMAL PLANNING LLC

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