HOBART PRIVATE CAPITAL, LLC
Legal name: HOBART WEALTH
CRD #168494 SEC #801-107338 CHARLOTTE, NC 888-553-0122
SEC Registered
Total AUM
$429.7M
Discretionary
$426.6M
Employees
16
Clients
10
Accounts
1,891
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $429.7M | $426.6M | $3.1M | 16 | 10 |
| Apr 2025 | $429.7M | $426.6M | $3.1M | 16 | 10 |
| Mar 2025 | $429.7M | $426.6M | $3.1M | 16 | 10 |
| Nov 2024 | $326.2M | $324.8M | $1.5M | 15 | 10 |
| Aug 2024 | $326.2M | $324.8M | $1.5M | 15 | 10 |
| Mar 2024 | $326.2M | $324.8M | $1.5M | 15 | 10 |
| Nov 2023 | $268.5M | $268.5M | $0 | 14 | 9 |
| May 2023 | $268.5M | $268.5M | $0 | 14 | 9 |
| May 2023 | $268.5M | $268.5M | $0 | 14 | 9 |
| Mar 2023 | $268.5M | $268.5M | $0 | 14 | 9 |
| Mar 2022 | $294M | $294M | $0 | 20 | 10 |
| Jun 2021 | $267.7M | $267.7M | $0 | 15 | 0 |
| Apr 2021 | $267.7M | $267.7M | $0 | 15 | 0 |
| Mar 2021 | $267.7M | $267.7M | $0 | 15 | 0 |
| Oct 2020 | $194.7M | $194.7M | $0 | 15 | 9 |
| Jul 2020 | $194.7M | $194.7M | $0 | 15 | 9 |
| Jul 2020 | $194.7M | $194.7M | $0 | 15 | 9 |
| Jun 2020 | $194.7M | $194.7M | $0 | 15 | 9 |
| Apr 2020 | $194.7M | $194.7M | $0 | 15 | 9 |
| Jan 2020 | $159.7M | $159.7M | $0 | 16 | 4 |
| Sep 2019 | $159.7M | $159.7M | $0 | 16 | 4 |
| Sep 2019 | $159.7M | $159.7M | $0 | 16 | 4 |
| Jun 2019 | $159.7M | $159.7M | $0 | 16 | 4 |
| May 2019 | $159.7M | $159.7M | $0 | 16 | 4 |
| Mar 2019 | $159.7M | $159.7M | $0 | 16 | 4 |
| Oct 2018 | $166.1M | $166.1M | $0 | 7 | 4 |
| Mar 2018 | $166.1M | $166.1M | $0 | 7 | 4 |
| Sep 2017 | $134.8M | $134.8M | $0 | 6 | 800 |
| Mar 2017 | $134.8M | $134.8M | $0 | 6 | 800 |
| Feb 2017 | $102.6M | $102.6M | $0 | 6 | 475 |
| Jul 2016 | $102.6M | $102.6M | $0 | 7 | 475 |
| Feb 2016 | $102.6M | $102.6M | $0 | 7 | 475 |
| Feb 2016 | $102.6M | $102.6M | $0 | 7 | 475 |
DateAug 2025
Total AUM$429.7M
Discretionary$426.6M
Non-Disc.$3.1M
Employees16
Clients10
DateApr 2025
Total AUM$429.7M
Discretionary$426.6M
Non-Disc.$3.1M
Employees16
Clients10
DateMar 2025
Total AUM$429.7M
Discretionary$426.6M
Non-Disc.$3.1M
Employees16
Clients10
DateNov 2024
Total AUM$326.2M
Discretionary$324.8M
Non-Disc.$1.5M
Employees15
Clients10
DateAug 2024
Total AUM$326.2M
Discretionary$324.8M
Non-Disc.$1.5M
Employees15
Clients10
DateMar 2024
Total AUM$326.2M
Discretionary$324.8M
Non-Disc.$1.5M
Employees15
Clients10
DateNov 2023
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees14
Clients9
DateMay 2023
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees14
Clients9
DateMay 2023
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees14
Clients9
DateMar 2023
Total AUM$268.5M
Discretionary$268.5M
Non-Disc.$0
Employees14
Clients9
DateMar 2022
Total AUM$294M
Discretionary$294M
Non-Disc.$0
Employees20
Clients10
DateJun 2021
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees15
Clients0
DateApr 2021
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees15
Clients0
DateMar 2021
Total AUM$267.7M
Discretionary$267.7M
Non-Disc.$0
Employees15
Clients0
DateOct 2020
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees15
Clients9
DateJul 2020
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees15
Clients9
DateJul 2020
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees15
Clients9
DateJun 2020
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees15
Clients9
DateApr 2020
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees15
Clients9
DateJan 2020
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees16
Clients4
DateSep 2019
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees16
Clients4
DateSep 2019
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees16
Clients4
DateJun 2019
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees16
Clients4
DateMay 2019
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees16
Clients4
DateMar 2019
Total AUM$159.7M
Discretionary$159.7M
Non-Disc.$0
Employees16
Clients4
DateOct 2018
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees7
Clients4
DateMar 2018
Total AUM$166.1M
Discretionary$166.1M
Non-Disc.$0
Employees7
Clients4
DateSep 2017
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees6
Clients800
DateMar 2017
Total AUM$134.8M
Discretionary$134.8M
Non-Disc.$0
Employees6
Clients800
DateFeb 2017
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees6
Clients475
DateJul 2016
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees7
Clients475
DateFeb 2016
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees7
Clients475
DateFeb 2016
Total AUM$102.6M
Discretionary$102.6M
Non-Disc.$0
Employees7
Clients475