Sign in Sign up for free

Hart Capital Management LLC (Grosse Pointe)


Hart Capital Management LLC is a large advisory firm based in Grosse Pointe. It manages $29.27 million of regulatory assets for 38 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Hart Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hart Capital Management: assets under management

The assets under management (AUM) of Hart Capital Management LLC is $29.27 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -9% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $770.37 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hart Capital Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grosse Pointe

The principal office where Hart Capital Management LLC performs its advisory services is located at 1114 Audubon Road, Grosse Pointe, MI 48230 The mailing address of the firm is P. O. Box 36414, Grosse Pointe, MI 48236. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 313-417-9740 or by fax 313-886-2061. The normal business hours are 9:00--4:00 on Monday - Friday.


Registered investment advisers similar to Hart Capital Management LLC