HARTSHORNE GROUP, LLC

Overview

Hartshorne Group, LLC is a privately held limited liability company that has been SEC-registered since 2009. The firm operates as a capital allocator and also functions as an insurance broker, offering financial planning services and the selection of outside advisers for clients. Its fee arrangements include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Hartshorne Group identifies as a domestic entity with ties to an individual owner and reports affiliations with another investment adviser and an insurance company. The firm does not characterize itself as an active ESG investor and is not designated as a multi‑state adviser.

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Location & Offices