Unclaimed Profile

Craig William Hart

CWH CAPITAL MANAGEMENT, INC.·SPOKANE, Washington

Series 7, Series 24, Series 63, Series 65Clean record31 years registeredCWH CAPITAL MANAGEMENT, INC.

201 W. NORTH RIVER DR., SPOKANE, WA 99201CRD# 1352289Firm CRD# 112108

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig William Hart · SPOKANE, WA

Registration

CRD #1352289 · CWH CAPITAL MANAGEMENT, INC. · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CWH CAPITAL MANAGEMENT, INC.

MERCER GLOBAL ADVISORS INC.

Feb 2021 – Jun 2022

Spokane, WA

DBA HART CAPITAL MANAGEMENT, INC.

Aug 2018 – Mar 2021

SPOKANE, WA

DBA HART CAPITAL MANAGEMENT, INC.

Jun 1995 – Dec 2017

SPOKANE, WA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · June 30, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CWH CAPITAL MANAGEMENT, INC.

CRD 112108 · SEC 801-58297

AUM

$434M

Regulatory assets under management

Employees

1,004 client accounts

Services offered by CWH CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CWH CAPITAL MANAGEMENT, INC. →

Introduction

Speak with Craig

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

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

Looking for a financial advisor in SPOKANE?

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

Browse SPOKANE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Craig William Hart offer?

Craig William Hart specializes in Financial Planning, Investment Management, Wealth Management.

What are Craig William Hart's credentials?

Craig William Hart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig William Hart located?

Craig William Hart is based in SPOKANE, Washington, last registered with CWH CAPITAL MANAGEMENT, INC..

How does Craig William Hart charge for services?

Craig William Hart's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CWH CAPITAL MANAGEMENT, INC.?

CWH CAPITAL MANAGEMENT, INC. has approximately 11 employees and manages $434M 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 →