Wealth manager, independent · Charlotte, NC
Hobart Wealth
Hobart Private Capital, LLC · SEC-registered investment adviser · CRD 168494 · SEC 801-107338
At a glance
Hobart Wealth is an SEC-registered investment adviser based in Charlotte, North Carolina, with $558 million in regulatory assets under management as of its Form ADV filed June 30, 2026. Its largest client group by assets is individuals, and it reports 725 individual clients. By Form ADV it is a wealth manager, ranked 2,653rd of 8,915 wealth managers and 7,393rd of 17,210 SEC-registered advisers by assets.
Main office 888-553-0122hobart.ninjaLinkedInAs filed on Form ADV
- Regulatory AUM
- $558M
- Rank among wealth managers
- #2,653 of 8,915
- Rank among all SEC RIAs
- #7,393 of 17,210
- Rank in North Carolina
- #111 of 288
- Individual clients
- 725
- High-net-worth clients
- 167
- Accounts
- 2,074
- Discretionary
- 99% of AUM
- Employees
- 18
- Advisory staff
- 11
- Offices
- 3
Owners and executives on its Form ADV
- Christopher S. HobartPresident & CEO
- Thomas R. HamiltonChief Compliance Officer
- Renee HobartChief Stewardship Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 558 | $315M | 57% |
| High-net-worth individuals | 167 | $243M | 43% |
| Charitable organizations | 1 | $0M | <1% |
| Corporations or other businesses | 1 | $0M | <1% |
Disciplinary disclosures
Hobart Wealth reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗hobart.ninja ↗
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The full record on Hobart Wealth
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 9 years of filings
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- Growth over one, three and five years
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- Rank against 5,142 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Hobart Wealth manage?
Hobart Wealth reports $558 million in regulatory assets under management across 2,074 accounts, 99% of it on a discretionary basis, on its Form ADV filed June 30, 2026.
What kind of firm is Hobart Wealth?
Hobart Wealth is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Hobart Wealth’s clients?
By assets, its largest client types are individuals ($315 million, 558 clients); high-net-worth individuals ($243 million, 167 clients); charitable organizations ($126,742, 1 clients).
Does Hobart Wealth have any disciplinary history?
Hobart Wealth reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Hobart Wealth’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →