PPrivate Fund Data Log in Join · $37/mo

Hobart Private Capital, LLC

● SEC registered since 2016CRD 168494SEC# 801-107338Charlotte, NC
Export (members)
Reg. AUM
$429.7M
Employees
16
Accounts
1,891
Location
Charlotte, NC

Hobart Private Capital, LLC assets under management

Hobart Private Capital, LLC operates as an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2016. It reports $429.7 million in regulatory assets under management and employs 16 people.
facebook.com/hobartfinancialgroupView on SEC.gov ↗

Hobart Private Capital, LLC owners & executives

5 reported
NameTitleOwnershipSince
Christopher Scott Hobart ControlPresident & CeoUnder 5%2013
Hobart Financial Group, Inc. ControlMemberOver 75%2025
Robert Rae Barton ControlChief Operating OfficerUnder 5%2023
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Hobart Private Capital, LLC manage?

Hobart Private Capital, LLC reports $429.7 million in regulatory assets under management on its Form ADV.

How many employees does Hobart Private Capital, LLC have?

Hobart Private Capital, LLC reports 16 employees.

Where is Hobart Private Capital, LLC located?

Hobart Private Capital, LLC is based in Charlotte, NC and has been SEC-registered since 2016.

Does Hobart Private Capital, LLC disclose fund performance?

Hobart Private Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
Phone888-553-0122
Fax888-858-0926
Office hours8:30a.m. T0 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1767062
Discloses disciplinary historyNo

Assets under management

Discretionary$426.6M
Non-discretionary$3.1M
Total (RAUM)$429.7M