# Hobart Wealth

Hobart Wealth is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** hobartwealth.com
- **LinkedIn:** https://www.linkedin.com/company/hobartwealth

## Regulatory record

- **CRD number:** 168494
- **SEC file number:** 801-107338
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168494

## About

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.

## Sectors

- Wealth Management
- Financial Services

## Questions

### Is Hobart Wealth a fiduciary?

Yes. As a registered investment adviser (RIA), Hobart Wealth is legally bound by a fiduciary duty to act in its clients' best interests. The firm operates on a fee-only basis, avoiding commission-driven conflicts commonly associated with broker-dealer models.

### What investment vehicles does Hobart Wealth use for client portfolios?

The firm constructs portfolios primarily using individual equities, fixed-income securities, and exchange-traded funds. Hobart Wealth does not operate proprietary private funds, hedge funds, or direct-investment vehicles, maintaining a focus on liquid, publicly traded markets.

### Does Hobart Wealth manage institutional capital or only private wealth?

Hobart Wealth primarily serves individual clients and high-net-worth families, with additional advisory relationships for charitable organizations. The firm does not publicly market institutional separate accounts or pooled vehicles to pension funds, endowments, or foundations.

### What is Hobart Wealth's geographic footprint?

The firm is headquartered in Charlotte, North Carolina, and its client base is concentrated in the Carolinas and broader Southeast. Hobart Wealth does not maintain additional offices, operating as a single-location boutique focused on regional wealth management.

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Last updated: 2026-06-03T20:00:00.000Z

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