Hobart Private Capital, LLC

Hobart Private Capital, LLC (CRD# 168494) is a financial advisory firm headquartered in Charlotte, NC. They manage $134,750,240 in 1,924 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    135
    MILLION
  • Total Number of Accounts
    1,924
    ACCOUNTS
  • Average Account Value
    $70,037
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Hobart Private Capital, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Steven A. Greer
CRD#: 5976309
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
93
Wealthminder
score

Steven Greer (CRD# 5976309) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has over 6 years of experience in the finance industry.

2
Christopher S. Hobart
CRD#: 4469608
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
93
Wealthminder
score

Christopher Hobart (CRD# 4469608) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.

3
Corey S. Sunstrom
CRD#: 5091590
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
93
Wealthminder
score

Corey Sunstrom (CRD# 5091590) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has over 5 years of experience in the finance industry.

4
David S. Welton
CRD#: 811129
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
93
Wealthminder
score

David Welton (CRD# 811129) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.

5
Jacob D. Woodrum
CRD#: 6813065
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
90
Wealthminder
score

Jacob Woodrum (CRD# 6813065) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has 1 year of experience in the finance industry. Jacob Woodrum has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
John W. Tonissen
CRD#: 811126
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
83
Wealthminder
score

John Tonissen (CRD# 811126) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has over 35 years of experience in the finance industry.

7
Karen M. Holland
CRD#: 2298337
7733 Ballantyne Commons Parkway, Suite 101, Charlotte, NC 28277
58
Wealthminder
score

Karen Holland (CRD# 2298337) is an Investment Advisor Representative working at Hobart Private Capital, LLC in Charlotte, NC and has over 25 years of experience in the finance industry.

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