# Damon Hart

> Damon Hart is a fee-only financial advisor at Baxter Investment Management in Riverside, Connecticut. Baxter Investment Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/damon-hart/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Baxter Investment Management
- **Based in:** Riverside, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.17B across 1,057 accounts
- **CRD:** 2057066 (https://adviserinfo.sec.gov/individual/summary/2057066)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 63 (1990), Series 65 (2019)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.baxterinvestment.com

## Frequently asked questions

### Is Damon Hart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Damon holds no broker registration, and Baxter Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Damon charge for financial advice?

Damon's firm, Baxter Investment Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Damon Hart based?

Damon Hart is based in Riverside, Connecticut.

### Is Damon Hart registered with the SEC?

Yes. Damon Hart is registered as an investment adviser representative in CT (CRD 2057066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Baxter Investment Management manage?

Baxter Investment Management reports $1.17B across 1,057 accounts in assets under management.

### How do I contact Damon Hart?

Through Damon's website, www.baxterinvestment.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2057066): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.