Brian Hart has been President and CEO of Hartline Investment since August 2021, is a control person of the firm and directly owns 75% or more of it. Brian Hart holds a B.S. in Business Finance from Miami University and an MBA with a major in Finance from Kellogg School of Management, Northwestern University.
Hartline Investment Corp. is a Winnetka, IL firm with $935M under management, 266 clients and 3 advisers in one office, as of its March 2026 filing.
Brian W. Hart is President & CEO of Hartline Investment Corporation. He began his career at Northern Trust Company in its management development program and spent seven years there as a bond trader and portfolio manager. He joined Hartline in 2016 as a portfolio manager, and in 2021 he purchased Hartline from William Hart.
- – present · under a yearWinnetka, IL · Adviser representative · Firm CRD 106923
Investment adviser representative registrations
Brian Hart is registered as an investment adviser representative in 13 states. The first approvals date from March 2026; the most recent is Arizona, in October 2026.
- ArizonaSince 13 October 2026
- CaliforniaSince 18 March 2026
- ColoradoSince 18 March 2026
- GeorgiaSince 25 September 2026
- IllinoisSince 18 March 2026
- MichiganSince 18 March 2026
- New HampshireSince 20 March 2026
- New YorkSince 18 March 2026
- North CarolinaSince 23 March 2026
- PennsylvaniaSince 19 March 2026
- TexasSince 18 March 2026
- WashingtonSince 19 March 2026
- West VirginiaSince 20 March 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 March 2017 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Brian William Hart
- CRD
- 6729326
- Firm
- Hartline Investment · CRD 106923
- Role
- President and CEO
- Office
- 460 WINNETKA AVENUE, SUITE 5, Winnetka, IL 60093
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hartlineinv.com
Where does Brian Hart work?
Brian Hart has been President and CEO of Hartline Investment Corp. since August 2021, and is a control person of the firm.
Is Brian Hart a financial advisor?
Yes. Brian Hart has a current investment-adviser registration in Arizona, California, Colorado, Georgia, Illinois, Michigan, New Hampshire, New York, North Carolina, Pennsylvania, Texas, Washington and West Virginia, through Hartline Investment since March 2026.
How many years of experience does Brian Hart have?
Brian Hart has 9 years in the financial industry, since June 2017, across 1 adviser firm.
What exams has Brian Hart passed?
Brian Hart passed the Series 65 in March 2017.
Where is Brian Hart based?
Brian Hart’s registered office is in Winnetka, IL.
Is Brian Hart registered with FINRA?
No. Brian Hart has no current broker registration.
How can I verify Brian Hart’s record?
Search CRD 6729326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Hart’s full registration record.