HOBART PRIVATE CAPITAL, LLC

HOBART WEALTH
CHARLOTTE, North Carolina·3 registered advisors·CRD# 168494
SEC# 801-1073382888-553-0122
01

Firm Overview

AUM
$326M
Regulatory assets under management
Employees
15
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HOBART PRIVATE CAPITAL, LLC

3 registered advisors
Christopher Scott Hobart
CHARLOTTE, North Carolina
Robert Rae Barton
CHARLOTTE, North Carolina
Thomas Ray Hamilton
CHARLOTTE, North Carolina
05

Office Locations

CHARLOTTE, North Carolina
3 advisors

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Data sourced from SEC Form ADV filings. HOBART PRIVATE CAPITAL, LLC (CRD# 168494) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.