Wallace Hart Capital Management is a highly regarded investment advisory firm based out of Lexington, KY. With over 150 individual clients and a substantial $214,692,000 in assets under management, they have established themselves as a trusted partner for individuals seeking comprehensive financial guidance. While their portfolio includes a diverse range of investments, 401K and individual accounts represent less than 30% of their assets. However, the firm possesses the expertise and capability to effectively manage employer funds, broadening their scope of services. Notably, 82% of the assets they manage are discretionary, highl...