CRD: 110263
Evart, Young & Hobbs Investment Management
$269.9M Total AUM
$269.9M Disc. AUM
13.6% 3Y CAGR
3 Employees
245 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-09-1992
- Office Locations
- 1
Office Locations
3 Lagoon Drive Suite 155 Redwood City CA
About Evart, Young & Hobbs Investment Management
Evart, Young & Hobbs Investment Management is a California-based RIA providing financial planning and long-term portfolio management for individuals, families, and trusts, plus consulting and investment management for 401(k) and other pension plans as a plan co-fiduciary. Client accounts are opened at Charles Schwab, and the firm notes a $500k account minimum (with exceptions).
Team overview
47 AVG AGE
$135.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
11.8 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DEREK MICHAEL HOBBS
Chief Compliance Officer, Financial Advisor, President
- CRD
- #1619759
- Ownership
- 75% or more
Available
Available
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C
Carlos Alberto Perez
--
- CRD
- #4784058
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $269,926,419 | $368,752 |
| Non-Discretionary | $0 | -- |
| Total | $269,926,419 | $368,752 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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