HOBART WEALTH

Legal name: HOBART PRIVATE CAPITAL, LLC

CRD 168494File 801-107338

APPROVED

Retail clients

Custody

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$558.2M

Above cohort median (national)

Discretionary AUM

$554.6M

Non-discretionary $3.7M

Clients

727

2,074 accounts

Employees

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Feb 29, 2016
Principal office: 7733 BALLANTYNE COMMONS PARKWAY, SUITE 101, CHARLOTTE, NC, 28277
Phone: 888-553-0122
Website: http://northcarolinafinancialplanning.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $558.2M
Discretionary AUM: $554.6M
Non-discretionary AUM: $3.7M
Discretionary accounts: 2,068
Non-discretionary accounts: 6
Total accounts: 2,074
AUM per client: $768K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$15K
Charitable organizations	Fewer than 5	$127K
High net worth individuals	167	$242.6M
Individuals (other than high net worth individuals)	558	$315.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.