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Christopher Hobart

Hobart Wealth
24 Years of Experience
Charlotte, NC
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Christopher Hobart is a registered investment advisor at Hobart Wealth, based in Charlotte, NC, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 727 clients with $560M in assets under management.

Hobart Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
727 clients
Average Client Portfolio
$768K average
Assets Under Management
$558.2M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.00%. Fees are negotiable and typically billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC, 28277

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2022
Settled
Customer Dispute
November 2020
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Christopher is the sole owner of Traboh II LLC, a holding company for office buildings, and owns Hobart Financial Group, Inc., an insurance-based firm where he sells LTC and life insurance, dedicating about half his time. He also owns Hobart Insurance Services, LLC, selling fixed insurance products, and is President of Hobart Private Capital, LLC, a registered investment advisor, spending a few hours per week on each.

Employment History
Current Registrations
Hobart Wealth
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
G.F. Investment Services, LLCBroker
September 2015 - April 2019 · 3 yrs 7 mos
Global Financial Private Capital, LLC
February 2012 - January 2018 · 5 yrs 11 mos
Kalos Management
August 2008 - March 2012 · 3 yrs 7 mos
Kalos Capital, INC.Broker
November 2007 - February 2012 · 4 yrs 3 mos
Quest Capital Strategies, INC.Broker
March 2004 - November 2007 · 3 yrs 8 mos
Edward JonesBroker
January 2002 - March 2004 · 2 yrs 2 mos
State Registrations2 states
NCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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