AdvisorOS Directory
Claim Profile
Unclaimed Profile
CH

Charles Collins Hart

DRIFTWOOD CAPITAL, LLC·DALLAS, Texas
Clean recordDRIFTWOOD CAPITAL, LLC
603 MUNGER AVENUE, DALLAS, TX 75202CRD# 5540816Firm CRD# 299088

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Charles Collins Hart · DALLAS, TX
Registration
CRD #5540816 · DRIFTWOOD CAPITAL, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Charles Collins Hart is a registered financial advisor based in DALLAS, Texas, affiliated with DRIFTWOOD CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Charles

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Charles is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
DRIFTWOOD CAPITAL, LLC
DRIFTWOOD CAPITAL, LLC
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at DRIFTWOOD CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5540816
Firm CRD# 299088
View on FINRA BrokerCheck →

Looking for a financial advisor in DALLAS?

Browse all registered financial advisors in DALLAS, Texas or claim this profile if it's yours.

Browse DALLAS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Charles Collins Hart offer?
Charles Collins Hart specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in DALLAS, Texas for a consultation.
What are Charles Collins Hart's credentials?
Charles Collins Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Collins Hart located?
Charles Collins Hart is based in DALLAS, Texas, working with DRIFTWOOD CAPITAL, LLC. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does Charles Collins Hart charge for services?
Charles Collins Hart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DRIFTWOOD CAPITAL, LLC?
DRIFTWOOD CAPITAL, LLC has approximately 2 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at DRIFTWOOD CAPITAL, LLC

Erik Edward Andersen
DALLAS, TX

More Advisors in DALLAS, Texas

Diane Lynn Tobin
CH INVESTMENT PARTNERS, LLC·DALLAS, TX
Glenda Kaye Bianchi
CYPRESS POINT WEALTH MANAGEMENT, LLC·DALLAS, TX
Jeffrey James Groves
INTEGRATED ADVISORS NETWORK LLC·DALLAS, TX
John Armstrong Henry (iii)
TRIGATE MANAGEMENT LLC·DALLAS, TX
Bryan Mark Rigg
RIGG WEALTH MANAGEMENT, LLC·DALLAS, TX
Salvatore Julio Olimpio
OLIMPIO NEU & ASSOCIATES, INC.·DALLAS, TX

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)THE WOODLANDS (128)IRVING (93)ADDISON (70)SOUTHLAKE (68)FRISCO (55)
City Guides
HOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile