RIA Intel›Advisers›Mississippi›HARTMAN, WILLIAM DENTON

HARTMAN, WILLIAM DENTON

Advisory

BATESVILLE, MS

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

Average account

$6M

across 5 accounts

AUM per adviser

$29M

1 advisers

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

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$0

Non-Discretionary AUM$29M

Discretionary %0%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMS

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

5 clients

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

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Advisers of similar size in MS

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

HOWARD AND MCINNES INC

$30M

WOMACK ASSET MANAGEMENT INC

$27M

THE CORNERSTONE GROUP, LLC

OCEAN SPRINGS, MS

$27M

DENTAL WEALTH PARTNERS LLC

$27M

SOVEREIGN CAPITAL VANTAGE, INC.

$27M

W. A. WIMBERLY AND ASSOCIATES, LLC

$32M

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