Hobart Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

168494

SEC number

801-107338

Firm type

RIA

Assets under management

$558.2M as of Jun 30, 2026

Website

facebook.com/HOBARTFINANCIALGROUP ↗

Phone

888-553-0122

Address

7733 Ballantyne Commons Parkway, Charlotte, NC, 28277

Advisors at this firm

11 in our index · page 1 of 1

• Nicholas AdkinsCRD 6253022 · Charlotte, NC
  IA RegisteredRegistration inactive
• Sadie BishopCRD 7147653 · Charlotte, NC
  IA Registered
• Brian Matthew ColanCRD 8189808 · Charlotte, NC
  IA Registered
• Steven Andrew GreerCRD 5976309 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Scott HobartCRD 4469608 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Ray HamiltonCRD 5869225 · Charlotte, NC
  IA RegisteredRegistration inactive
• Joshua Michael PohlCRD 6518626 · Charlotte, NC
  IA RegisteredRegistration inactive
• Charles H RandallCRD 4943910 · Charlotte, NC
  IA RegisteredRegistration inactive
• Corey Scott SunstromCRD 5091590 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Wallace TonissenCRD 811126 · Charlotte, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jacob Daniel WoodrumCRD 6813065 · Charlotte, NC
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.