Hobart Private Capital, Llc
- Regulatory AUM
- $558M
- Discretionary
- $555M
- Clients
- 727
- Avg AUM / client
- $768K
- Accounts
- 2,074
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Jun 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 558 | $315M | 56.5% |
| High net worth individuals | 167 | $243M | 43.5% |
| Charitable organizations | 1 | $127K | 0.02% |
| Corporations and other businesses | 1 | $14.6K | 0.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Club Retirement Plan The Club Management Association Of America | 2024 |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Scott Hobart | Managing Member, President, Ceo | Jul 2013 (13y) | 75% or more | |
| Thomas Ray Hamilton | Chief Compliance Officer | Sep 2018 (8y) | Less than 5% | |
| Barton, Robert, Rae | Chief Operating Officer | May 2023 (3y) | Less than 5% | |
| Steven Andrew Greer | Registered representative | CFP | Sep 2013 (13y) | |
| Corey Scott Sunstrom | Registered representative | CFP | Feb 2015 (11y) | |
| John Wallace Tonissen | Registered representative | Apr 2016 (10y) | ||
| Jacob Daniel Woodrum | Registered representative | CFP | Jul 2017 (9y) | |
| Nicholas Adkins | Registered representative | CFP | May 2023 (3y) | |
| Joshua Michael Pohl | Registered representative | Sep 2025 (1y) | ||
| Charles H Randall | Registered representative | Nov 2025 (1y) | ||
| Brian Matthew Colan | Registered representative | Jan 2026 (1y) | ||
| Sadie Bishop | Registered representative | Mar 2026 (0y) | ||
| Nicholas Morabito | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Club Retirement Plan | The Club Management Association Of America | 7,235 | $263M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/30/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $555M (99% of AUM) Jun 2026
- Fidelity Brokerage Services $268M (100% of AUM) Jun 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 30, 2026.
View current Form ADV (SEC/IAPD) ↗