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Founder, Elected Manager & Chief Investment Officer · Wallace Hart Capital Management

Jeremy N. Wallace

CRD 3040496 · Named on Form ADV at one SEC-registered adviser

At a glance

Wallace Hart Capital Management, an SEC-registered wealth manager based in Lexington, KY with $264 million in regulatory assets, lists Jeremy N. Wallace on its Form ADV as Founder, Elected Manager & Chief Investment Officer, a control person.

Firms and roles

AtlasMembers

Jeremy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael A. HartFounder, Member & Chief Planning Strategist, Wallace Hart Capital Management
  • Jessica L. BedellChief Compliance Officer, Wallace Hart Capital Management

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.