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HOBART WEALTH
HOBART PRIVATE CAPITAL, LLC
CRD 168494 · SEC 801-107338
7733 BALLANTYNE COMMONS PARKWAY, SUITE 101, CHARLOTTE, NC, 28277, United States
Phone
888-553-0122
Fax
888-858-0926
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$558.2M
Discretionary AUM
$554.6M
Team
18 total employees; 11 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 558 | $315.5M |
| High net worth individuals | 167 | $242.6M |
| Charitable organizations | 1 | $127K |
| Corporations/business entities | 1 | $15K |
States served
GA, LA, MD, NC, SC, TN, VA, TX, FL
All web addresses on file
- HTTP://FACEBOOK.COM/HOBARTFINANCIALGROUP
- http://taxfreedomcarolinas.com/
- http://iracheckup.com/
- http://feecheckup.com/
- HTTP://WWW.CHRISHOBART.ORG/
- https://twitter.com/HobartWealth
- HTTP://WWW.SENIORFINANCIALPLANNERS.COM/
- http://northcarolinafinancialplanning.com/
- http://planningfortaxesinretirement.com/
- http://northcarolinawealthadvisors.com/
- http://taxfreedomcarolina.com/
- HTTP://WWW.THEIRAPRO.COM
- http://taxfreedomcharlotte.com/
- http://savetaxesinretirement.com/
- http://savetaxinretirement.com/
- http://charlottecfp.com/
- http://northcarolinacfp.com/
- http://smarttaxstrategiesforretirement.com/
- http://northcarolinafinancialplanner.com/
- HTTP://WWW.HOBARTPRIVATECAPITAL.COM
- http://createmyretirementreport.com/
- http://yourretirementbucketlist.com/
- HTTP://RETIREMENTCANBETAXING.COM/
- http://charlotteretirementplanner.com/
- http://retirewithhobart.com/
- HTTP://WWW.CHRISHOBART.COM/
- http://retirementistaxing.com/
- https://www.instagram.com/Hobart_Wealth/
- http://hobart.ninja
- http://understandingtaxesinretirement.com/
- http://northcarolinawealthadvisor.com/
- http://taxfreedomforum.com/
- HTTP://WWW.HOBARTFINANCIALGROUP.COM
- http://charlottefinancialplanning.com/
- https://www.youtube.com/channel/UCEN4SRGDHLMsOXveZL83buw
- http://hobart.financial/
- http://charlottefinancialservice.com/
- http://savetaxesnc.com/
- HTTP://WWW.ASKHOBART.COM
- HTTP://MUTUALFUNDMISTAKES.COM/
- http://savetaxescarolina.com/
- https://blythehobart.com/
- http://hobartwealth.co
- http://charlotteinvestmentplanning.com/
- http://hobartwealth.com/
- http://Hob.Art/
- http://charlottefinancialwebinar.com/
- HTTP://WWW.CHRISHOBART.NET/
- http://reneehobart.com/
- http://retirementbucketlist.com/
- http://sloanehobart.com/
- HTTP://INSIDEANNUITY.COM/
- https://www.linkedin.com/company/hobartfinancialgroup/
- HTTP://WWW.HOBARTPC.COM
- http://chrishobart.info/
- http://soaringsocialsecurity.com/
- HTTP://WWW.HFGBLUEPRINT.COM/
- http://awordaboutrisk.com/
Official SEC filing: View on IAPD