# Hartman, Jeremy

> Hartman, Jeremy is a state-registered investment advisory firm, registered since 2010, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 31, 2023.

- CRD: 152508
- Filed as: HARTMAN, JEREMY
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: May 31, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152508
- AdvisorCensus page: https://advisorcensus.com/firm/hartman-jeremy-152508

## Quick answers

**How is Hartman, Jeremy compensated?**
On its Form ADV (Item 5.E, October 2026), Hartman, Jeremy reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Hartman, Jeremy registered with the SEC or a state?**
Hartman, Jeremy is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152508.

**How much does Hartman, Jeremy manage?**
Hartman, Jeremy reports $1,550,000 in regulatory assets under management in its Form ADV filing dated May 31, 2023 (0% discretionary).

**What types of clients does Hartman, Jeremy serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60).

**Does Hartman, Jeremy 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/152508

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,550,000
- Discretionary: $0
- Non-discretionary: $1,550,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $1,550,000 |

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

### Firm details
- Registered since: 2010 (16 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hartman, Jeremy (CRD 152508): Form ADV filing data as of October 2026.