Hobart Wealth Email Format
Financial ServicesNorth Carolina, United States11-50 Employees
Hobart Wealth is a small financial services firm based in Charlotte, North Carolina, serving clients across the Carolinas. Investment advisory services are delivered through Hobart Private Capital, LLC; insurance services are provided by Hobart Insurance Services, LLC; and securities offerings are undertaken through Cape Securities, Inc. It operates within the financial services sector and emphasizes sustaining close client relationships. The firm is anchored in Charlotte and targets clients in the surrounding region, addressing retirement and life-stage financial needs. A 2021 update notes an office management appointment and continued operations from a Mooresville office, indicating ongoing regional expansion.