HART FINANCIAL, LLC

HART FINANCIAL, LLC of AKRON, CO is an SEC-registered investment adviser (CRD 291530). Regulatory assets under management: $78.5M.

Registration

• CRD: 291530
• Type: Registered investment adviser
• Location: 148 WEST 2ND ST., AKRON, CO, 80720
• Phone: 970-345-0369
• Latest filing: 2026-02-13
• Regulatory AUM: $78.5M
• Discretionary AUM: $78.5M
• Clients: 1
• Accounts: 620

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search