Damon Hart
Baxter Investment Management · Riverside, Connecticut
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.
Request an introduction to Damon →
Facts
| Firm | Baxter Investment Management |
|---|---|
| Based in | Riverside, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.17B across 1,057 accounts |
| SEC registration | Investment adviser representative in CT · CRD 2057066 |
| Exams passed | Series 63 (1990) · Series 65 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.baxterinvestment.com |
| Profile |
How Damon's firm compares
- Baxter Investment Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,057 accounts).
Request an introduction to Damon
Tell Damon a little about what you're looking for. Damon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Damon
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.
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
- 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.
See something wrong? Request a correction. Read our methodology.