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Brandon Jay Smith

Investment adviser representative at Wallace Hart Capital Management
11 yearsExperience
2 statesRegistered in
$264MFirm assets
9 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Wallace Hart Capital ManagementMay 2023 to now
  2. UnemployedJan 2023 to May 2023
  3. Total Quality LogisticsJun 2022 to Jan 2023
  4. SpeedwayJun 2015 to Jun 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

Registered as an investment adviser representative in 2 states (KY, TX).

Wallace Hart Capital Management

Legal name: Wallace Hart LLC

$264MAssets managed
230Clients
5Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7972265
Firm CRD
285981
Advisor's SEC record (opens in a new tab)
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