David Charles Hart

Employer firm

Grant Private Wealth Management CRD 292917

$255M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/1999 → 06/2020
  Ross, Sinclaire & Associates, Inc.
  Cincinnati, OH
• 06/2026 → Present
  Grant Private Wealth Management, Inc.
  Pleasanton, CA
• 12/2025 → 04/2026
  Unemployed
  Alameda, CA
• 07/2020 → 12/2020
  Unemployed
  Alameda, CA
• 01/2021 → 06/2025
  Cincap Investment Group, Inc.
  Cincinnati, OH
• 06/2025 → 11/2025
  Blaylock Van, Llc
  Oakland, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  1990-12-06

Designations

• Chartered Financial Analyst

Other Names

• David Hart
• Dave Hart