Hobart Private Capital is an investment advisor in Charlotte with $268.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
463115896
SEC advisor number
801-107338
FINRA CRD number
168494
AUM ?
$268.45 mm
(as of 31 May 23)
Accounts
1,816
(as of 31 May 23)
Employees
14
(9 investment advisory or research)
Office hours
Monday - Friday, 8:30AM T0 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Hobart, Christopher, Scott | Managing Member, President, CEO | 07/2013 | > 75% |
Hamilton, Thomas, Ray | Chief Compliance Officer | 09/2018 | < 5% |
Barton, Robert, Rae | Chief Operating Officer | 05/2023 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24
13F-HR
Quarterly holdings report by institutional manager
11 Mar 24