Hardin Capital Partners, LLC

RIASEC RegisteredEst. 2020
Total AUM
$448M
Discretionary
$328M
73% of AUM
Avg account
$337K
Accounts
1,330
Employees
3
Advisory reps
1

Firm details

Headquarters
Greenville, South Carolina
CRD number
153023
Registered since
May 26, 2020
Website
www.hardincapitalpartners.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI76.54%
  • Individuals20.06%
  • Corporations / Businesses1.36%
  • Pension & Profit Sharing Plans1.08%
  • Charitable Organizations0.97%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Hardin Capital Partners, LLC is an independent registered investment adviser formed as an LLC and operating since 2020. The firm serves both individual/family and institutional clients, offering financial planning and portfolio management for individuals and small businesses. Compensation is primarily fee-based, using a percentage-of-AUM model alongside the option for hourly charges. Hardin does not present itself as a multi-state or pension consultant, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 40%, Exchange Traded Equities 38%, Cash & Cash Equivalents 14%, US Government Bonds 6%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%40%
  • Public Funds/Mutual Funds40%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents14%
  • US Government Bonds6%
  • State & Local Bonds1%

Contacts

1 of 1

  • Andrew Hardin

    OwnerCRD 4534287

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$78.3M in ETFs

Passive

87%

$68.3M

Active

13%

$10M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$6.4M9,3088.17%
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Location

Primary office

Greenville, SC

Greenville

Location

Greenville, SC

Headquartered in Greenville, SC, anchoring the Greenville-Spartanburg-Anderson, SC metro in the South.

Metro area
Greenville-Spartanburg-Anderson, SC
Region
South
County
Greenville
Address
1207 E Washington St
Time zone
ET (UTC-5)
Office locations

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