Evart, Young & Hobbs Investment Management

Evart, Young & Hobbs Investment Management

Evart, Young & Hobbs Investment Management was founded in Redwood City, California in 1992 by its three name partners — William Evart, David Young and Gerald Hobbs. The firm has operated as an independent wealth-advisory practice for over three decades, serving clients across the San Francisco Peninsula. Its client base spans individuals, high-net-worth families, trusts and closely held business entities, a profile consistent with a deeply embedded local private-client book. The firm's strategy centers on discretionary portfolio management and comprehensive financial planning for private clients. While asset-class specifics are not disclosed publicly, the firm's regulatory profile and stated scope — advising individuals, high-net-worth individuals, trusts and business entities — points to a multi-asset-class approach spanning equities, fixed income and manager selection, with financial-planning capabilities that likely cover tax-aware structuring, estate coordination and retirement-income design. The firm operates from a single office in Redwood City and has maintained its partnership structure for over 30 years. Team size remains undisclosed, reflecting the firm's low-profile, relationship-driven operating model. The practice has not announced significant adjacent vehicles, philanthropic structures or club affiliations, suggesting a concentration on its core private-client mandate. In recent years, the firm has not reported major operational changes or strategic pivots. The firm's structural differentiator is its longevity and stability as a three-name partnership in a market where independent RIAs have increasingly consolidated or sold to aggregators. Remaining partner-owned and Redwood City-headquartered for more than 30 years, without an obvious institutional or multi-family-office expansion, distinguishes Evart, Young & Hobbs from the roll-up trend reshaping the RIA landscape.