Hardin Capital Partners provides financial planning, portfolio management for individuals and small businesses, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Hardin Capital Partners reports 520 clients. They include 410 individual clients, 94 high-net-worth individuals, and 16 corporations and other businesses. Of its assets, 73.2% ($328M across 1,301 accounts) are managed with discretion; $120M across 29 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 79% | 20% |
| High-net-worth individuals | 18% | 77% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 3% | 1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 410 | $89.8M | 20.1% | $219K |
| High-net-worth individuals | 94 | $343M | 76.5% | $3.65M |
| Pension and profit-sharing plans | Fewer than 5 | $4.84M | 1.1% | — |
| Charitable organizations | Fewer than 5 | $4.33M | 1.0% | — |
| Corporations and other businesses | 16 | $6.08M | 1.4% | $380K |
| Total | 520 | $448M | 100% | — |
- Clients
- 410
- Regulatory AUM
- $89.8M
- AUM share
- 20.1%
- Avg. per client
- $219K
- Clients
- 94
- Regulatory AUM
- $343M
- AUM share
- 76.5%
- Avg. per client
- $3.65M
- Clients
- Fewer than 5
- Regulatory AUM
- $4.84M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.33M
- AUM share
- 1.0%
- Avg. per client
- —
- Clients
- 16
- Regulatory AUM
- $6.08M
- AUM share
- 1.4%
- Avg. per client
- $380K
Total
- Clients
- 520
- Regulatory AUM
- $448M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Hardin Capital Partners charges 0.85%–1.25% a year for its Portfolio Management Fees. The fee is billed in arrears, is negotiable and has a $500 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- General consulting
- General consulting is negotiated for each engagement and is normally based on an hourly rate of $300.
Andrew Hardin owns 75% or more of Hardin Capital Partners. The leadership team of Hardin Capital Partners includes Chief Compliance Officer Andrew Hardin. It has 3 employees, 1 of them in advisory roles.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Hardin Capital Partners, LLC
Andrew Hardin
Control person · since March 2010
Hardin Capital Partners’ regulatory assets grew 2.7× from $168M (February 2021) to $448M (July 2026); clients rose from 328 to 520 and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $448M | 520 | 3 | 1 |
| Feb 2025February 2025 | $373M | 477 | 2 | 1 |
| Jun 2024June 2024 | $348M | 436 | 3 | 1 |
| Feb 2023February 2023 | $296M | 406 | 3 | 1 |
| Mar 2022March 2022 | $320M | 381 | 3 | 1 |
| Feb 2021February 2021 | $168M | 328 | 3 | 1 |
Besides its headquarters, Hardin Capital Partners has 0 offices, with 1 listed address in 1 state.
South Carolina · 1 listed address
- 1207 E. Washington Street, GreenvilleHQ
Contact and registration details
- Legal name
- Hardin Capital Partners, LLC
- Headquarters
- 1207 E. Washington Street, Greenville, SC 29601
- Website
- hardincapitalpartners.com
- Phone
- 864-252-4200
- SEC file
- 801-118794
- Founded
- 2010
- Structure
- South Carolina LLC
- Fiscal year end
- December
Hardin Capital Partners’ named custodian for separately managed accounts is Charles Schwab ($448M). Hardin Capital Partners has custody of $147M for 197 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $448M100%
At year end, Hardin Capital Partners’ separately managed accounts were largely in funds (40%) and stocks (38%). Its reported 13F holdings for the quarter ended 30 June 2026 total $215M across 141 positions; the largest are Lowes Cos Inc. (43.6%), Vanguard Index Fds (3.0%) and Bank OF Amer Corp. (2.8%).
What the accounts hold
- Stocks38%
- Funds40%
- Bonds8%
- U.S. government and agency bonds6%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash14%
How many clients does Hardin Capital Partners have?
Hardin Capital Partners has 520 clients and manages $448 million for them, as of July 2026. They include 410 individual clients, 94 high-net-worth individuals, and 16 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 22 July 2026
What services does Hardin Capital Partners offer?
Hardin Capital Partners provides financial planning, portfolio management for individuals and small businesses, and insurance.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Hardin Capital Partners charge?
Hardin Capital Partners charges 0.85%–1.25% a year for its Portfolio Management Fees. The fee is billed in arrears, is negotiable and has a $500 annual minimum.
Which custodians does Hardin Capital Partners use?
Hardin Capital Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $448M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 July 2026
How many financial advisors does Hardin Capital Partners have?
Hardin Capital Partners has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Hardin Capital Partners invest in?
At the end of its last fiscal year, Hardin Capital Partners’ separately managed accounts held 40% registered funds (mutual funds, ETFs, BDCs), 38% exchange-traded equities, 14% cash and equivalents, 6% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Hardin Capital Partners?
Hardin Capital Partners’ direct owner is Andrew Hardin (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 22 July 2026
How does Hardin Capital Partners get paid?
Hardin Capital Partners is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Hardin Capital Partners?
Hardin Capital Partners’ main office is at 1207 E. Washington Street, Greenville, SC 29601. Its phone number is 864-252-4200. Its website is hardincapitalpartners.com.