Hobart Private Capital, LLC
● SEC registered since 2016CRD 168494SEC# 801-107338Charlotte, NC
Reg. AUM
$558.2M
Employees
18
Accounts
2,074
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 $558.2 million in regulatory assets under management and employs 18 people.
Hobart Private Capital, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Scott Hobart Control | President & Ceo | Under 5% | 2013 |
| Hobart Financial Group, Inc. Control | Member | Over 75% | 2025 |
| Renee Hobart Control | Chief Stewardship Officer | Under 5% | 2026 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Hobart Private Capital, LLC manage?
Hobart Private Capital, LLC reports $558.2 million in regulatory assets under management on its Form ADV.
How many employees does Hobart Private Capital, LLC have?
Hobart Private Capital, LLC reports 18 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
| Address | 7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277 |
| Phone | 888-553-0122 |
| Fax | 888-858-0926 |
| Office hours | 8:30a.m. T0 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1767062 |
| Discloses disciplinary history | No |
Regulatory AUM
$558.2M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 26%
More than 74% of 16,825 advisers
Assets under management
$558.2Mregulatory AUM
Discretionary $554.6MNon-discretionary $3.7M