Discover All Your Possibilities With A True Fiduciary

OUR STORY

Wallace Hart was founded with the vision to truly help clients see the possibilities of life. With a careful capital management approach to seek to preserve and enhance wealth, our clients can confidently pursue their passions in life, knowing that we are keeping a diligent watch over their hard-earned assets. The principals of Wallace Hart gained their investment experience at the most prestigious firms — yet we saw an opportunity to do it better.

With over 20 years of Wall Street experience, we have pioneered a unique approach designed to help mitigate drastic swings in a volatile market — our solution to keep you comfortably invested. We utilize the investment expertise gained from working for large institutions, but we approach relationships with clients like a high-end boutique. We keep our client base small to better understand clients' goals and preferences, and create personalized plans.

Our Values

LEADING EDGE STRATEGIES

We are committed to using advanced, forward-thinking strategies instead of following what the media promotes, and take pride in innovating rather than relying on the status quo.

PRACTICE WHAT WE PREACH

At Wallace Hart, we don’t use strategies just because they sound good. We use every strategy we recommend for our business and our own portfolios.

LEARN, INVEST, TEACH, REPEAT

As investment advisors, we are constantly striving to learn more about our own craft so we can teach what we learn to our clients. We want every client to feel confident and knowledgeable about their financial future.

A CAN-DO MINDSET

We firmly believe that every problem has a solution and every obstacle a workaround. Our job as problem-solvers is to find them.

COLLECTIVE COLLABORATION

We work together to support each other, augment each other and care for each other, leading to better support and care for our clients.

BE A GOOD CITIZEN

We care about our communities, and each of us represent Wallace Hart through our decision and actions. As a firm we’re committed to supporting non-profits by joining the Pledge 1% Movement.

We selected Raymond James for custody and clearing of our client assets because of their strength, stability and reputation as one of the most highly-regarded investment firms in the industry. Founded in 1962 and publicly traded since 1983, Raymond James Financial (RJF) custodies over $750 billion in client assets.

We believe Raymond James is known for their commitment to putting people, planning and principles first, a culture which continues to guide the company today – values which we share at Wallace Hart.

Our Custodian

Raymond James

JOIN OUR TEAM

At Wallace Hart Capital Management, people are our most valuable assets and the key to the long-term success of our clients and our firm. We're all invested in a very personal sense in the firm's reputation and identity. Guided by what's best for our clients, we make sure we're providing the best advice by listening to and respecting one another everyday. That's teamwork, common sense, and good business.

Does this sound like a good fit for you?

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"It’s an incredible feeling when someone places trust in you. That’s why we worked so hard to seek to be experts in wealth management - because your trust is the most precious thing to us."

Andrew Hart

Chief Planning Strategist

DO WELL BY DOING GOOD

We believe that by contributing to the communities in which we live, work and invest can amount to collective positive impact. That’s why we actively participate and support our chosen philanthropic initiatives – to make a measurable difference.

Sanders-Brown Center on Aging

The University of Kentucky Sanders-Brown Center on Aging (SBCoA) basic and clinical scientists work together to improve the health of the elderly in Kentucky and beyond through research dedicated to understanding the aging process and age-related brain diseases, and education, outreach and clinical programs that promote healthy brain aging.

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Pledge 1%

Wallace Hart is proud to be a part of Pledge 1%. Pledge 1% is a corporate philanthropy movement dedicated to making the community a key stakeholder in every business. Pledge 1% encourages and challenges individuals and companies to pledge 1% of equity, product, and employee time for their communities.

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Mikeroweworks Foundation

Through its Work Ethic Scholarship Program, the mikeroweWORKS Foundation provides financial assistance to qualified individuals with a desire to learn an in-demand skill at trade schools across the country.

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Lexington Dream Factory

The Lexington Chapter of the Dream Factory grants dreams to children with critical and severe chronic illnesses in the Lexington, Southern and Eastern Kentucky area.

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Carnegie Center for Literacy

The Carnegie Center for Literacy and Learning empowers people to explore and express their voices through imaginative learning and the literary arts.

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Connect

Learn more about how Wallace Hart can help you imagine your life’s possibilities