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| Hobart Private Capital LLC
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|---|---|
| CRD # | 168494 |
| SEC # | 801-107338 |
| CIK # | 0001767062 |
| AUM | 558.2 M (2026-06-30) |
| Employees | 18 (61% 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 ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 558 | 315.5 |
| (b) Individuals (high net worth individuals) | 167 | 242.6 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,074 | 558.2 |
| By Discretionary | ||
| Discretionary | 2,068 | 554.6 |
| Non-Discretionary | 6 | 3.7 |
| Total | 2,074 | 558.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 558.2 | |
| Total | 2,074 | 558.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767062] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 9 |
| Serves | Institutional, Retail, Research |
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