HARDIN CAPITAL PARTNERS, LLC
Firm details
- Headquarters
- GREENVILLE, South Carolina
- CRD number
- 153023
- Registered since
- May 26, 2020
- 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
FINTRXOverview
Hardin Capital Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2020. The firm is owned by an individual and serves both high‑net‑worth individuals and families as well as institutional clients. Core services are financial planning and discretionary portfolio management for individuals and small businesses. Fees are charged as a percentage of assets under management and on an hourly basis. The firm does not identify as an active ESG investor and does not operate as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds40%
- Exchange Traded Equities38%
- Cash & Cash Equivalents14%
- US Government Bonds6%
- State & Local Bonds1%
Contacts
1 of 1ANDREW HARDIN
OwnerCRD 4534287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$71.3M in ETFs
88%
$62.7M
12%
$8.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $5.1M | 8,466 | 7.09% |
Location
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
Similar firms
PRIMETRUST ADVISORS LLC
RIAGREENVILLE, SC
MATCH GRADE ADVISORS
RIAGREENVILLE, SC
GOEPPER BURKHARDT LLC
RIAGREENVILLE, SC
FAMILY LEGACY, INC.
RIAGREENVILLE, SC
GLOBAL VIEW INVESTMENT ADVISORS, LLC
RIAGREENVILLE, SC
NORRIS FINANCIAL GROUP, LLC
RIAGREENVILLE, SC