|
⚲
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| Hobart Private Capital LLC
✚
| |
|---|---|
| CRD # | 168494 |
| SEC # | 801-107338 |
| CIK # | 0001767062 |
| AUM | $326.2 MM (2024-08-22) |
| Employees | 15 (53% Investors, 0% Brokers) |
| Phone | 888-553-0122 |
| Address | 7733 Ballantyne Commons Parkway Charlotte, NC 28277 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| SPEM | 0.0 | ||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 570 | 203.7 |
| (b) Individuals (high net worth individuals) | 84 | 122.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,862 | 326.2 |
| By Discretionary | ||
| Discretionary | 1,860 | 324.8 |
| Non-Discretionary | 2 | 1.5 |
| Total | 1,862 | 326.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 326.2 | |
| Total | 1,862 | 326.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767062] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gray Wealth Management Inc
✚
|
ME | 0.3 |
|
VPWM Advisors LLC
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|
MN | 0.3 |
|
Edgerock Capital LLC
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|
CO | 0.3 |
|
Yeomans Consulting Group Inc
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|
GA | 0.3 |
|
Arbor Capital Management Inc
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|
AK | 0.3 |
|
Dickmeyer Boyce Financial Management Inc
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|
IN | 0.3 |
|
Sterling Financial Group Inc
✚
|
CA | 0.3 |
|
Sylvest Advisors LLC
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|
TX | 0.3 |
|
Spectrum Financial Alliance Ltd LLC
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|
KY | 0.3 |
|
Stewardship Advisors LLC
✚
|
PA | 0.3 |