Brandon Smith
Wallace Hart Capital Management · Lexington, Kentucky
Brandon Smith is a fee-only financial advisor at Wallace Hart Capital Management in Lexington, Kentucky. Brandon focuses on retirement planning, tax planning and estate & legacy planning. Wallace Hart Capital Management reports charging a percentage of assets and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Wallace Hart Capital Management |
|---|---|
| Based in | Lexington, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Performance-based fees |
| Assets under management | $264.0M across 873 accounts |
| SEC registration | Investment adviser representative in KY, TX · CRD 7972265 |
| Exams passed | Series 65 (2023) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wallacehart.com |
| Profile |
How Brandon's firm compares
- Wallace Hart Capital Management's average account is about $302,000, from its Form ADV (assets managed divided by 873 accounts).
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Questions about Brandon
Is Brandon Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Wallace Hart Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, Wallace Hart Capital Management, reports charging a percentage of assets and performance-based fees on its SEC Form ADV.
Where is Brandon Smith based?
Brandon Smith is based in Lexington, Kentucky.
What does Brandon specialize in?
Brandon's specialties include retirement planning, tax planning and estate & legacy planning. Brandon works with founders and retirees.
Is Brandon Smith registered with the SEC?
Yes. Brandon Smith is registered as an investment adviser representative in KY and TX (CRD 7972265), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wallace Hart Capital Management manage?
Wallace Hart Capital Management reports $264.0M across 873 accounts in assets under management.
How do I contact Brandon Smith?
Through Brandon's website, www.wallacehart.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wallace Hart Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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