Hobart Wealth Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Hobart Wealth is a financial services firm serving valued clients throughout the Carolinas. We have developed our business by reaching out, nurturing and maintaining close, trusting relationships with each of our clients. In today’s uncertain economic environment, our mission is to provide sound financial solutions for every stage of life – solutions which enhance our clients’ peace of mind and allow them to enjoy the type of retirement they deserve.

Investment advisory services offered through Hobart Private Capital, LLC, a SEC-Registered Investment Advisor. Insurance services offered separately through Hobart Insurance Services, LLC, an affiliated insurance agency. Securities offered through Cape Securities, Inc., Member FINRA/SIPC. Hobart Private Capital and Hobart Insurance Services are not affiliated with Cape Securities.

**This information is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained here-in.**

Find Hobart Wealth employees' phone numbers or email addresses

Hobart Wealth Global Highlights

Location
Employees

North America
31

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  • United States Of America
    31

Hobart Wealth's Leadership

  • Stylized image of a person
    C. H.
    Ceo
    Phone icon
  • Stylized image of a person
    T. H.
    Cco/Investment Committee
    Phone icon
  • Stylized image of a person
    B. B.
    Chief Operations Officer
    Phone icon
  • Stylized image of a person
    H. H.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    W. H.
    Chief Bark-Eting Officer
    Phone icon
  • Stylized image of a person
    C. S.
    Senior Wealth Advisor/Director Of Financial Planning
    Phone icon
  • Stylized image of a person
    J. J.
    Director Of Insurance Planning
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  • Stylized image of a person
    W. C.
    Fintech Program Manager
    Phone icon

Hobart Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Support
  • Program & Project Management
  • Other

Contact profiles from Hobart Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. H.
    Ceo
    Phone icon
    United StatesNorth Carolina
    Sep 06, 2024
  • Stylized image of a person
    B. B.
    Chief Operations Officer
    Phone icon
    Dec 05, 2025
  • Stylized image of a person
    T. H.
    Cco/Investment Committee
    Phone icon
    United StatesNorth Carolina
    Nov 18, 2025
  • Stylized image of a person
    H. H.
    Chief Financial Officer
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    W. H.
    Chief Bark-Eting Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    C. S.
    Senior Wealth Advisor/Director Of Financial Planning
    Phone icon
    United StatesNorth Carolina
    Oct 25, 2025
  • Stylized image of a person
    J. J.
    Director Of Insurance Planning
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    W. C.
    Fintech Program Manager
    Phone icon
    United StatesNorth Carolina
    Aug 11, 2025
  • Stylized image of a person
    N. A.
    Wealth Manager
    Phone icon
    United StatesNorth Carolina
    Sep 11, 2025
  • Stylized image of a person
    R. H.
    Finance Manager & Community Outreach
    Phone icon
    United StatesNorth Carolina
    Oct 22, 2025

Frequently Asked Questions

What is Hobart Wealth known for?

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Hobart Wealth was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 7733 Ballantyne Commons Parkway Suite 101 Charlotte, North Carolina 28277 United States. Explore Hobart Wealth's company overview page for more information.

What is Hobart Wealth's most common email format?

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Hobart Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Hobart Wealth email formats with LeadIQ.

How many employees does Hobart Wealth have currently?

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Hobart Wealth has approximately 18 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Hobart Wealth's key employees and leadership?

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As of February 2026, Hobart Wealth's key employees include:

  • Ceo: C. H.
  • Cco/Investment Committee: T. H.
  • Chief Operations Officer: B. B.
  • Chief Financial Officer: H. H.
  • Chief Bark-Eting Officer: W. H.

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