Hobart Wealth

Overview

Hobart Wealth was established in 2004 by Christopher Hobart as an independent registered investment adviser in Charlotte, North Carolina. The firm was built to serve individuals, high-net-worth families, and charitable organizations, with a practice philosophy grounded in integrated financial planning rather than transactional brokerage. Its location in Charlotte — a major Southeastern financial hub — positions it within a growing market for wealth management services tied to regional banking and corporate executive concentration. The firm's investment approach combines income planning, investment management, and portfolio construction under a unified advisory framework. Hobart Wealth structures client portfolios using publicly traded securities — predominantly individual equities, fixed-income instruments, and exchange-traded funds — with asset allocation driven by each client's cash-flow requirements and risk tolerance. The firm does not operate private funds or direct-investment vehicles. Geographic focus centers on the Carolinas, with client relationships concentrated in the Charlotte metropolitan area and surrounding Southeastern markets. As a boutique firm, Hobart Wealth operates with a lean professional staff. The firm's service model emphasizes direct principal involvement, typical of independent RIAs managing assets below $500 million. No affiliated philanthropic foundation, real-asset arm, or multi-family office vehicle is publicly associated with the firm. Its regulatory filings confirm a fee-only compensation structure, eliminating conflicts tied to proprietary products or commission-based sales. Hobart Wealth's structural posture reflects the classic fiduciary RIA model: owner-operated, planning-led, and unaffiliated with any broker-dealer or insurance carrier. This independence allows the firm to function as a buyer-side advisor rather than a product distributor. The succession structure has not been publicly disclosed. HOBART WEALTH was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-06-30, it reported 18 employees; 2,074 advisory accounts; services including Educational seminars and workshops, Financial planning, Portfolio management for individuals and small businesses, Publication of periodicals or newsletters, Selection of other advisers; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.