Hardin Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$432,547,285
This total excludes 16 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
504
19% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
504
Very HighAverage account size
$858,229
About
Hardin Capital Partners advises individuals, small business owners, trusts, estates, corporations and charitable organizations, providing financial planning, portfolio management, retirement advice and project-based consulting. The firm offers limited financial planning together with discretionary and non-discretionary portfolio management and develops a tailored Financial Profile and Investment Plan for each client.
HCP implements investment plans using mutual funds, ETFs, individual equities and fixed‑income instruments, applying fundamental analysis for stock selection and periodic evaluation of bond and fund choices. Accounts are typically managed on a discretionary basis, reviewed at least quarterly by the firm’s principal, and retirement account advice is provided under applicable fiduciary standards.
This firm is notable for the scale of assets managed by a single-advisor practice—approximately $448 million across discretionary and non-discretionary mandates with a client base of roughly 500—which is an uncommon combination among similarly supported firms. The ADV also discloses operational practices that distinguish the firm from many peers, including the use of Schwab’s institutional platform for custody and execution, trade aggregation and cross‑trade arrangements, review of third‑party service providers that employ artificial intelligence components, and the principal’s insurance licensing with potential commission‑based recommendations.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$0 - $500,000: 1.25% $500,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.85% $5,000,000+: Negotiable
$300 per hour for general consulting services
Account minimum: $100,000 Minimum fee: $500 minimum annual fee
Main office location
Hardin Capital Partners, LLC
1207 E. Washington Street
Greenville SC 29601, United States
Number of offices
1
Most active in
Hardin Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Louisiana · New Hampshire · North Carolina · South Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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