$146.7M Total AUM
$146.7M Disc. AUM
-- 3Y CAGR
6 Employees
194 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- TimberFrontier
- Established Date
- 03-31-2023
- Office Locations
- 1
Office Locations
75 N. Main Street Zionsville IN
About Hobbs Wealth Management
Hobbs Wealth Management works with high-value, high-achieving individuals and families, providing goal-based financial planning and ongoing investment guidance built around its Financial Blueprint process. The firm emphasizes customized plans and clear expectations via a no-cost introductory process, and avoids holding periods or deferred sales charges. Primarily uses public funds and ETFs, with accounts custodied at Charles Schwab.
Team overview
-- AVG AGE
$146.7M AVG AUM / ADVISOR
$756.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
6 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Radial Signal beacon Prime wave Alpha timber Eagle fusion
Client Personas
Timber vertex
Custodian
Quantum
Investment Themes
Wave crest Timber Beacon Harbor matrix
Investment Vehicles
Element
Platform
Unison radial
Services
Peak Beacon frontier Value glacier Atlas glacier Alpha eagle Ember Insight beacon Capital Fusion Vital value
Technology
Ember Value
Owner & Executives
DAVID CHARLES HOBBS
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5004505
- Ownership
- 75% or more
(749) 363-3643
alpha.legacy@deltacapital.com
in linkedin.com/in/atlas-optima
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,673,348 | $232,446 |
| Non-Discretionary | $0 | -- |
| Total | $146,673,348 | $232,446 |
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Separately Managed Accounts
Total SMA Asset: $146,673,348
Public Funds:
26.0% Equity - Exchange:
11.8% Cash:
27.4% Municipal Bonds:
34.8% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $901,677,576 | 26.0% |
| Equity - Exchange | $409,222,900 | 11.8% |
| Cash | $950,229,446 | 27.4% |
| Municipal Bonds | $1,206,860,756 | 34.8% |
| Total | $3,467,990,678 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE UNISON VECTOR | VERTEX ATLAS | MF6UHYE9H | GWCUT | 7.68% | $69,745,008 |
| OAK CAPITAL | PIONEER PIONEER | WTT19B0QL | JFZKM | 10.09% | $117,991,420 |
| RADIAL RIDGE OPTIMA | FUSION PATHWAY | JDZ6ID5Y3 | VOT | 8.85% | $41,156,479 |
| EAGLE OPTIMA DELTA | MOMENTUM FOCUS | RLOFWPTWX | MAHV | 12.42% | $39,570,222 |
| HORIZON BEACON | MATRIX EMBER | KRQEXUVE9 | ERJ | 6.73% | $30,424,407 |
| ZENITH INSIGHT RIDGE | DELTA UNISON | LEN1M9Z73 | XORF | 7.63% | $86,390,941 |
| RADIAL UNISON | GLACIER VITAL | BN96PPCXJ | LPTYJ | 5.57% | $104,240,518 |
| ELEMENT MOMENTUM | VECTOR VITAL | XUN3IDT59 | CTK | 1.11% | $118,042,345 |