# Hart Financial, LLC

> Hart Financial, LLC is a state-registered investment advisory firm in Akron, CO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 13, 2026.

- CRD: 291530
- Filed as: HART FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Akron, CO
- Filing period: October 2026
- Form ADV filing dated: February 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291530
- AdvisorCensus page: https://advisorcensus.com/firm/hart-financial-llc-akron-co-291530

## Quick answers

**How is Hart Financial, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hart Financial, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Hart Financial, LLC located?**
Hart Financial, LLC's principal office is in Akron, CO, according to its Form ADV.

**Is Hart Financial, LLC registered with the SEC or a state?**
Hart Financial, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291530.

**How much does Hart Financial, LLC manage?**
Hart Financial, LLC reports $78,510,000 in regulatory assets under management in its Form ADV filing dated February 13, 2026 (100% discretionary).

**What types of clients does Hart Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (401); high net worth individuals (17); state or municipal government entities (including government pension plans) (2).

**Does Hart Financial, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/291530

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $78,510,000
- Discretionary: $78,510,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 401 | $47,805,000 |
| High net worth individuals | 17 | $28,782,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $671,000 |
| State or municipal government entities (including government pension plans) | 2 | $1,041,000 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $211,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hartfinancial.co

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hart Financial, LLC (CRD 291530): Form ADV filing data as of October 2026.