Hobart Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 26, 2026, reports $558M in regulatory assets under management, 18 employees, 2 offices, and 2,074 accounts.
Assets Under Management
$558M
Employees
18
Offices
2 offices
Total Clients
727
Primary office
CHARLOTTE, NC
7733 BALLANTYNE COMMONS PARKWAY, SUITE 101, CHARLOTTE, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.8% of total clients.
Top client categories% of clientsClients
1
Individuals
76.8%
558
2
HNWI
23.0%
167
3
Charitable
0.1%
1
4
Corporations
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$558Mas of March 26, 2026
Discretionary99.3%
$555M
99% of total RAUM99.3%
Non-discretionary0.7%
$4M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$558M
Total Accounts2,074
10Y AUM Change+$423M (+314.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees18
Clients per Employee40:1
10Y Employee Change+12 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.