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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vector vitalCapital +more
- Established Date
- 09-05-2013
- Office Locations
- 1
Office Locations
About Hobart Wealth
Hobart Wealth is a Charlotte, NC-based advisory firm serving individuals and families, including retirees and business owners. The team provides financial and retirement planning, portfolio management, and tax-aware strategies focused on protecting and transferring generational wealth. Portfolios commonly use ETFs and mutual funds within a risk-managed asset-allocation approach, supported by the firm’s 3-D risk management tool. Offers a first-year advisory-fee refund guarantee if dissatisfied.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
Thomas Ray Hamilton
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #5869225
- Ownership
- Less than 5%
CHRISTOPHER SCOTT HOBART
Chief Executive Officer, Financial Planner, President
- CRD
- #4469608
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Nicholas Adkins
Wealth Management Advisor
- CRD
- #6253022
SADIE BISHOP
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- CRD
- #7147653
Glacier element
Horizon foundation vital
- CRD
- #93861
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $554,574,450 | $268,169 |
| Non-Discretionary | $3,655,666 | $609,278 |
| Total | $558,230,116 | $269,156 |
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Separately Managed Accounts
Total SMA Asset: $558,230,116
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $881,745,179 | 27.2% |
| Equity - Exchange | $664,550,594 | 20.5% |
| Cash | $706,692,827 | 21.8% |
| Other | $988,721,617 | 30.5% |
| Total | $3,241,710,217 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN LEGACY | FUSION WAVE | 2MYGG8UZ9 | BCXEM | 2.99% | $20,839,328 |
| RADIAL PRIME | BEACON ATLAS | C3LGEOMT1 | OTDCR | 6.56% | $88,839,318 |
| OAK VERTEX | MOMENTUM ELEMENT | G1A6YV3EY | LVA | 9.38% | $113,137,619 |
| MOMENTUM UNISON SUMMIT | OPTIMA MERIDIAN | O451ZWZHL | NXFZW | 1.08% | $88,131,134 |
| OPTIMA OAK | EMBER PATHWAY | 6JSU4RC8U | ZCACO | 12.42% | $94,172,620 |
| ATLAS EAGLE PIONEER | ELEMENT LEGACY | 6QMM06NAL | MICIN | 6.92% | $5,363,825 |
| INSIGHT PEAK | BRIDGE VECTOR | NDDYRGBJG | XXSSZ | 10.46% | $34,766,733 |
| ELEMENT VERTEX UNISON | GLACIER SIGNAL | IM7BGK177 | SLPST | 1.27% | $46,300,483 |