Hobart Wealth
Hobart Wealth is an SEC-registered mass-market adviser in Charlotte, NC with $558.2M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Hobart Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168494, SEC 801-107338, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $558.2M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Location
- Charlotte, NC
- Employees
- 18
- Clients
- 727
- CRD
- 168494
- Ownership
- HOBART, CHRISTOPHER, SCOTT; Hamilton, Thomas, Ray; HOBART FINANCIAL GROUP, INC.; Barton, Robert, Rae; Hobart, Renee
How much AUM does Hobart Wealth have?
Hobart Wealth reported $558.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Hobart Wealth?
Disclosed owners and executives of Hobart Wealth include HOBART, CHRISTOPHER, SCOTT, Hamilton, Thomas, Ray, HOBART FINANCIAL GROUP, INC., Barton, Robert, Rae, Hobart, Renee. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.