# Wallace Hart Capital Management

Wallace Hart Capital Management is a Bank / Wealth / Trust based in Lexington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** Lexington, KY, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** wallacehart.com
- **LinkedIn:** https://www.linkedin.com/company/wallacehart

## Regulatory record

- **CRD number:** 285981
- **SEC file number:** 801-108930
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285981

## About

Wallace Hart Capital Management is an SEC-registered investment adviser in Lexington, KY, registered since 2017. The firm manages $264 million in assets, with $261 million on a discretionary basis. It has 5 employees and 3 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### How does the firm's Lexington base influence its investment approach?

Lexington sits in Kentucky's Bluegrass region, surrounded by agribusiness, equine, and logistics wealth that rarely gets securitized on public markets. Wallace Hart's location provides off-market deal flow—private credit participations, land partnerships, and commercial real estate equity—that coastal allocators cannot easily replicate. The firm treats geography as a sourcing edge rather than a limitation.

### What is Wallace Hart's regulatory structure?

Wallace Hart Capital Management operates as a registered investment adviser, subject to SEC or state-level registration depending on its AUM threshold. That posture provides fiduciary oversight and custody protections while preserving the discretionary flexibility required for bespoke managed accounts, direct co-investments, and privately negotiated credit facilities. The firm does not operate as a broker-dealer.

## Related profiles

- [Wallace Global Fund](https://altss.com/profile/wallace-global-fund)
- [Wallcross](https://altss.com/profile/wallcross)

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Last updated: 2026-06-03T20:00:00.000Z

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