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 formed as an LLC and SEC-registered in 2020. The firm serves both individual/family and institutional clients, with advisory work focused on financial planning and portfolio management for individuals and small businesses. Its owner structure is individual ownership and it charges clients on a percentage-of-AUM basis alongside the option for hourly fees. Hardin does not present itself as a capital allocator, is not positioned as a pension consultant, and is not an active ESG investor.
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 80Active vs passive
$78.3M in ETFs
87%
$68.3M
13%
$10M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $6.4M | 9,308 | 8.17% |
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
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